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American Institute of CPAs - Personal Financial Planning (PFP)

Jul 29, 2022

Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard’s ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS....


Jul 22, 2022

Divorce is often extremely difficult for all parties involved. In this episode of the PFP Section podcast, Dave Stolz, CPA/PFS, shares how to support clients through this challenging time. He discusses:

  • Lessons in divorce he learned by surveying his clients
  • How to be with your clients during this emotional time
  • Roles...


Jul 15, 2022

With 30 million individuals living in the US who were born abroad and 8.7 million Americans living overseas in 180 countries, there’s a good chance you will be approached with cross border and international questions. In this episode of the PFP Section podcast, Global Financial Planning (GFP) Institute founder...


Jul 8, 2022

Estate planning is a hot topic with potential law changes on the horizon and sunset back to the pre Tax Cut & Jobs Act amounts in 2026. In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, talks with Frazer Rice, J.D., about effective questions to use to engage with clients to make sure their plan is in...


Jul 1, 2022

Even if you’re not managing money for your clients, they likely look to you as their CPA to provide a sounding board and peace of mind when they see their hard-earned money in the hands of volatile markets. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, shares how she talks her clients off the ledge...