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American Institute of CPAs - Personal Financial Planning (PFP)

Feb 28, 2020

Guest: Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including:

  • The business models and background of each’s succession planning experience
  • The...


Feb 21, 2020

Guests: David DeVoe & Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interviews expert, David DeVoe, Founder and Managing Director, DeVoe & Company, about succession planning for personal financial planners, including:

  • How David’s practitioner perspective and his entrepreneurship led him...


Feb 14, 2020

Guest:  Bob Keebler, CPA/PFS

In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics of the SECURE Act, including:

  • What are the three best solutions to address the 10-year rule that eliminates Stretch IRAs and how do you apply them?
  • What are special circumstances you need to address...


Feb 7, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the key...