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American Institute of CPAs - Personal Financial Planning (PFP)

Mar 26, 2021

Guest:  Mackey McNeill, CPA/PFS

Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including:

  • If your clients loved investments, they wouldn’t use your services.
  • At the end of the...


Mar 19, 2021

Guest:  Dr. Eric Bean

Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric...


Mar 15, 2021

President Biden signed off on the latest relief for businesses and individuals late last week. You can learn the specifics you need to know for your clients in this PFP Section podcast episode from Bob Keebler, CPA/PFS, including:

  • The ins and outs of the restaurant revitalization grant program
  • Expansion of the employee...


Mar 12, 2021

Guest:  Bob Keebler, CPA/PFS

Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in...


Mar 5, 2021

Guest: Lyle Benson, CPA/PFS

AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as:

  • The power of having clarity on the core...