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American Institute of CPAs - Personal Financial Planning (PFP)

Nov 29, 2019

Guest: Robert Keebler, CPA/PFS

After nearly 20 years since the current set of life expectancy tables were released by the IRS, the IRS released proposed regulations to update these tables for an increase in the average lifespan. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best...


Nov 22, 2019

Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA

Virtual currency experts Ryan Firth, CPA and Shehan Chandrasekera, CPA will discuss what you need to know about the recent IRS revenue ruling on virtual currencies to help you advise your clients:

  • What is virtual currency and cryptocurrency?
  • What are hard forks and...


Nov 15, 2019

Guest: Bob Keebler, CPA/PFS

Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS...


Nov 8, 2019

Guest: Bob Keebler, CPA/PFS

Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS...


Nov 1, 2019

Guests: Bob Keebler, CPA/PFS and Ed Slott

General Electric is offering buyouts to about 100,000 pensioners and freezing the retiree payments for about 20,700 salaried pensioners, as part of the company's effort to shed debt as it faces pressure to improve its performance. In this podcast, Bob Keebler, CPA/PFS interviews...