Preview Mode Links will not work in preview mode

American Institute of CPAs - Personal Financial Planning (PFP)

Jun 28, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Dirk Edwards, Michael Goodman, Brooke Salvini, Scott Sprinkle, Dave Stolz, and Susan Tillery

Category: Practice management

In this episode, recorded live at the AICPA ENGAGE pre-conference workshop – Building a Tax & Financial Planning Advisory Business –...


Jun 25, 2019

Guest(s): Bob Keebler, CPA/PFS, Anna Moody, JD and David O’Neill, JD

Category: Technical

In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court determined whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In...


Jun 21, 2019

Guest: Susan Tillery, CPA/PFS & Tom Tillery, CFP®

Category: Technical

In this episode, Susan Tillery, CPA/PFS & Tom Tillery, CFP® discuss the impact of taxes on risk management and insurance and answers the questions:

  1. What are the tax considerations practitioners should take into account when advising clients on the...


Jun 14, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Michael Goodman, Brooke Salvini, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how they chose various technology with building their tax and financial planning advisory businesses.

  • What are the essential...


Jun 7, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Scott Sprinkle, and Ellen Bruno

Category: Practice management

In this episode, CPA financial planners share their experiences with choosing whether or not to provide investment advisory services as part of their tax and financial planning advisory businesses...