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American Institute of CPAs - Personal Financial Planning (PFP)

Jul 31, 2020

Guest:  Bob Keebler, CPA/PFS

The potential for imminent estate tax law changes coupled with a low interest rate environment makes this an opportune time to transfer wealth. Bob Keebler goes in-depth with responding to the following questions that will help you help your clients: 

  • Why do you need to start educating...


Jul 23, 2020

Guests:  Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute

Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients...


Jul 17, 2020

Guests:  Julie Papievis and Jim Sullivan, CPA/PFS

With the first wave of baby boomers turning 75 and 6 million Americans impacted by Alzheimer’s disease, it is important to understand the physical, mental, and financial nuances. As a CPA financial planner, you can give your aging clients and their families peace of...


Jul 10, 2020

Guests:  Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq.

The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE...


Jul 6, 2020

Guest:  Sandra Truitt, AICPA PFP Team

Calling all PFP Section members!  Are you looking for tips and tricks for diving into your PFP Section benefit suite?  Look no further than this podcast episode featuring Sandra Truitt from the AICPA PFP team.  She will give an A-Z overview of your benefits including:

  • Quick tips...