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AICPA Personal Financial Planning (PFP)

Dec 25, 2020

Guest: Mackey McNeill, CPA/PFS

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with...

Dec 18, 2020

CPA financial planners are in a position to be one of the first to spot cognitive decline with their clients. Knowing what signs to look for and what to do next can go a long way towards protecting your aging clients. In this episode of the PFP Section podcast, Reina Schlager, CPA/PFS, discusses:

  • The nine domains of...

Dec 11, 2020

Panelists: Bob Keebler, CPA/PFS and David Slenn, JD

The Internal Revenue Service has recently increased scrutiny of micro-captive insurance structures and time is of the essence to take corrective measures for your clients. Bob Keebler, CPA/PFS, interviews expert David Slenn to get you up to speed on this issue. David...

Dec 4, 2020

Guests: Mackey McNeill, CPA/PFS

When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series, Mackey walks you...