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American Institute of CPAs - Personal Financial Planning (PFP)

Mar 29, 2022

On March 28, 2022, the Biden Administration released their 2023 fiscal year budget. The suggested tax reforms give you a heads up on what may be coming so that you and your clients aren’t blindsided and can plan ahead in 2022.  In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, shares the...


Mar 25, 2022

Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way...


Mar 21, 2022

Making the philanthropic decision between a donor advised fund and a private foundation boils down to three main factors.  In this episode of the PFP Section podcast, Paul Hood, LL.M, JD, breaks down key differences between these charitable giving strategies and the factors to guide your conversations with clients,...


Mar 11, 2022

It has long been a widely accepted rule of thumb to advise clients who want to work past the age of 65 to enroll in Medicare part A.  This episode of the PFP Section podcast covers the caveat to the rule that needs to be considered when clients want to continue to contribute to their health savings account. Kelley Long,...


Mar 4, 2022

The long-awaited SECURE Act proposed regulations related to post-mortem IRA distributions are finally here. Bob Keebler, CPA/PFS, walks through the latest proposals and shares what you need to know in this episode of the PFP Section podcast. Topics covered include:

  • 2021 RMDs that were missed in the case of death post...