Jun 24, 2022
Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad’s offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews...
Jun 17, 2022
If you have clients with large passive loss carryforwards and you’re looking for ways to absorb these sooner rather than later, investing in oil and gas may be your answer. Join expert Dave Dyer, JD, as he is interviewed by Bob Keebler, CPA/PFS, to fill you in on the opportunities. Dave answers the following...
Jun 10, 2022
On April 27, 2022, the IRS released proposed regulations that provide further guidance to the anti-clawback regulations released in 2019. In this PFP Section podcast, Bob Keebler gets you back up to speed on what the 2019 regulations addressed and what you need to be mindful of with the 2022 regulations. He fills you in...
Jun 3, 2022
Newly proposed actuarial tables were released on May 5th to value annuities, life estates, remainders, and reversions. To guide you in how this impacts current estate planning transactions, Bob Keebler interviews Larry Katzenstein and Vince Lackner in this episode of the PFP Section podcast. They discuss: