AICPA Personal Financial Planning (PFP)

Taxes and Financing Retirement Healthcare {PFP Section}

Sep 27, 2019

Guest: Ted Sarenski, CPA/PFS

In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions:

What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare?
What are some...

Regulation Best Interest {PFP Section}

Sep 20, 2019

Guest: Ellen Bruno, CPA/PFS, CGMA

In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions:

What does the term solely incidental mean? What is the impact on dually-registered investment advisers?
What is the...

A cure for the SECURE Act: using CRTs {PFP Section}

Sep 13, 2019

Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the planning strategies related to the proposed SECURE Act using charitable remainder trusts (CRTs) as beneficiaries as IRAs to simulate a stretch IRA. He answers the questions:

When the SECURE Act...

Women & wealth: Supporting the surviving spouse (Part 4 of 4) {PFP Section}

Sep 6, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

“Widow” can feel like a 4-letter word. In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face as a surviving spouse and your role as their...