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American Institute of CPAs - Personal Financial Planning (PFP)

Oct 29, 2021

Super HSAs allow families who have adult children who are no longer tax dependents to save beyond the annual family limit. This technique works for children who are covered by the family HSA eligible insurance plan. Kelley Long, CPA/PFS, covers the ins and outs of this strategy in this episode of the PFP Section...


Oct 22, 2021

The good news is that the 2022 Social Security (SS) COLA adjustment is 5.9%. The bad news is that the Board of Trustees issued their annual report on August 31st and predict that SS funds alone will run out in 2033 and disability funds will run out in 2057. In this episode of the PFP Section podcast, Ted...


Oct 15, 2021

If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses:

  • How the proposed...


Oct 8, 2021

With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they’re having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena...


Oct 6, 2021

The House Ways & Means Committee recently released its proposed 2021 tax reform legislation. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, covers the changes being considered that would impact income tax planning, including:

  • Funding the IRS and using tax reform to improve social...