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American Institute of CPAs - Personal Financial Planning (PFP)

Sep 27, 2019

Guest: Ted Sarenski, CPA/PFS

In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions:

  • What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare?
  • What are some...


Sep 20, 2019

Guest: Ellen Bruno, CPA/PFS, CGMA

In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions:

  • What does the term solely incidental mean? What is the impact on dually-registered investment advisers?
  • What is the...


Sep 13, 2019

Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the planning strategies related to the proposed SECURE Act using charitable remainder trusts (CRTs) as beneficiaries as IRAs to simulate a stretch IRA. He answers the questions:

  • When the SECURE Act...


Sep 6, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

“Widow” can feel like a 4-letter word. In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face as a surviving spouse and your role as their...