AICPA Personal Financial Planning (PFP)

Aug 25, 2023

Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA PFP Division. Tom talks about how collaborating with his peers in this community has kept his practice on the cutting edge. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Tom to share his...

Aug 18, 2023

On July 14, 2023, the IRS released notice 2023-54 which provides for relief for RMDs in two circumstances. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, shares what you need to know, including:

• If your client mistakenly took a required minimum distribution in 2023 based on SECURE but they could have...

Aug 11, 2023

If you believe it is a good idea to hold even a small amount of Bitcoin, the next step is to educate your clients and decide on the strategy that will have the best chance for success.  In this episode of the PFP Section podcast, David Oransky, CPA/PFS, shares how he approaches this with his clients. Mark Astrinos,...

Aug 4, 2023

If you have clients who are contemplating Roth conversions who may also want to take advantage of clean vehicle credits and ACA premium credits, make sure to run the numbers so that you minimize their tax bill. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Martin James, CPA/PFS, so that...