Preview Mode Links will not work in preview mode

American Institute of CPAs - Personal Financial Planning (PFP)

May 31, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc, Scott Sprinkle, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how to work with other advisers and professionals as part of the tax & financial planning team and answer the questions:

  • What is your role as the...


May 17, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Brooke Salvini, and David Stolz

Category: Practice management

In this episode, CPA financial planners share how to deepen client relationships within their tax and financial planning advisory businesses and answer the questions:

  • How can you create an...


May 10, 2019

Guest: Matt Rosenberg, CPA/PFS

Category: Technical

In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and answers the questions:

  • What are the major tax considerations practitioners should take into account when providing investment advice?
  • When do capital gains need to be...


May 3, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle

Category: Practice management

In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions:

  • How does taking a humanistic approach to tax planning...