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American Institute of CPAs - Personal Financial Planning (PFP)

Aug 28, 2020

Guest:  Steve Siegel, JD, LLM

The coronavirus pandemic highlights the importance of estate planning, regardless of wealth. As your client’s most trusted adviser, it’s important to initiate discussions to ensure their planning is in order. In this episode, Steve Siegel walks you through the core concepts,...


Aug 21, 2020

Guest:  Ted Sarenski, CPA/PFS

If you’re looking for one of the best tax deals around, look no further than a HSA for its trifecta of benefits. Contributions are tax deductible, growth is tax free, and qualified withdrawals are not taxable. Explore the ins and outs of HSAs and why they should be considered for every...


Aug 14, 2020

Guest:  Bob Keebler, CPA/PFS

Be prepared to shift some of your tax and financial planning strategies if there is a change in administration with the coming election. Learn about tax policy themes and potential planning opportunities from Bob Keebler, CPA/PFS, including: 

  • Payroll taxes on high income earners
  • Marginal...


Aug 7, 2020

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

In this episode, learn what happens when a client gifts and sells property to an intentionally defective grantor trust and passes away 15 years later. Bob Keebler and Jonathan Blattmachr discuss the following topics related to the basis of the property: 

  • How...