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American Institute of CPAs - Personal Financial Planning (PFP)

Apr 24, 2020

Guests:  Bob Keebler, CPA/PFS

With changes to Roth planning due to TCJA, the SECURE Act, and now the CARES Act and market volatility resulting from COVID-19,  it’s important to consider whether Roth conversions would be optimal to help your clients reach their long- term goals. In this episode, Bob Keebler, CPA/PFS,...


Apr 17, 2020

Guests:  Ed Slott, CPA and Bob Keebler, CPA/PFS

In the multitudinous legislation that is unfolding as a result of the coronavirus pandemic, the IRS has issued relief from taking required minimum distributions (RMDs) from IRAs and employer sponsored plans under the CARES Act. Bob Keebler, CPA/PFS, interviews Ed Slott,...


Apr 10, 2020

Guests:  Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD

Increased health risks related to COVID-19, social distancing mandates, and the financial aspects of the CARES Act and other legislation has rapidly and dramatically changed the way CPA financial planners are practicing and serving their clients. There are...


Apr 3, 2020

Guests:  Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD

Increased health risks related to COVID-19 and the financial aspects of the CARES Act and other financial legislation – all during an election year, compounds the complexity of the tax and financial planning landscape. There are issues you can address...