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American Institute of CPAs - Personal Financial Planning (PFP)

Oct 25, 2019

Guest: Jimmy J. Williams, CPA/PFS

The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and...


Oct 18, 2019

Guest: Lisa Featherngill, CPA/PFS

It’s Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn’t feel new, its effects are still being felt in many areas of your clients’ financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so...


Oct 11, 2019

Guest: Mackey McNeill, CPA/PFS

Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on:

  • What’s going to be...


Oct 4, 2019

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions:

  • What are the three ways that clients take action on...