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American Institute of CPAs - Personal Financial Planning (PFP)

May 28, 2020

Guest:  Jim Sullivan, CPA/PFS

Client 65+ and those with certain medical conditions are at higher risk for contracting COVID-19. If they are affected by the virus, you can help them understand their increased Medicare benefits put in place by the Centers for Medicare and Medicaid Services. In this episode, learn from Jim...


May 22, 2020

Guest: Robert Keebler, CPA/PFS

Do you have clients who have had coronavirus-related health or financial issues? The CARES Act retirement plan and IRA provisions may be able to provide them with cash flow relief. Use your deep tax knowledge as a CPA financial planner to help your clients make smart planning moves now. Be...


May 19, 2020

Guest:  Lyle Benson, CPA/PFS

Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are adding value and communicating with clients during this time? CPAs have provided the calm in the storm for their clients and have shifted their ways of doing business to...


May 15, 2020

Guests:  Bob Keebler, CPA/PFS and Chris Hesse, CPA

Under the CARES Act, you may be able to help your relevant business owner clients with their cash flow needs.  This can be done by generating refunds from net operating losses (NOLs). As a CPA financial planner, use your deep tax knowledge to help clients benefit from...


May 8, 2020

Guests:  Bob Keebler, CPA/PFS and Ken DeGraw, CPA/PFS, CFF

Some of your business owner clients may be worried about their business with everything that is happening.  As a CPA financial planner, be the trusted adviser your clients are looking for by listening and guiding clients who might be considering bankruptcy....