Jan 29, 2021
Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD
This episode is dedicated in loving memory of Gypsy, Salvini Financial Planning’s Happiness Advisor.
2/3rds of American household’s own pets and most consider them a cherished member of their family. Every year, countless animals end up homeless because plans have not...
Jan 22, 2021
Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M.
With recent Bitcoin appreciation and the IRS becoming more proactive with tracing transactions, you may have clients interested in learning more or wondering how their activities impact their taxes. In this episode of the PFP...
Jan 15, 2021
Guests: Susan Bruno, CPA/PFS
Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions:
Jan 8, 2021
Guest: Bob Keebler, CPA/PFS
Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the...
Jan 1, 2021
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS
Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division...