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American Institute of CPAs - Personal Financial Planning (PFP)

Feb 26, 2021

Guest: Steve Siegel, J.D., LL.M.

For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on:

  • The benefits of...


Feb 19, 2021

Guest: Steve Siegel, J.D., LL.M.

The CARES Act introduced new rules in 2020 to encourage donations to charitable organizations during the pandemic. In this PFP Section podcast, Steve Siegel discusses:

  • 2020 charitable contribution rules for individuals and business to be aware of when filing tax returns
  • 2021 giving...


Feb 12, 2021

2021 is going to be a tricky year in terms of how to best advise clients since we don’t know what tax laws will change and when they may go into effect. In this 5-part series, Bob Keebler, CPA/PFS, walks you through the key areas to be mindful of so that opportunities aren’t missed with your clients.

In this PFP...


Feb 5, 2021

Guests: Mackey McNeill, CPA/PFS

Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including:

  • How...