Sep 29, 2023
Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss:
Sep 22, 2023
Women control 1/3rd of the total US household financial assets of 11 trillion dollars and they make up 47% of the workforce. And yet many don’t seek the financial advice they need to gain peace of mind for their financial futures. In this episode of the PFP Section podcast, Debbie Taylor, CPA/PFS, shares her...
Sep 15, 2023
Effective for 2023, Massachusetts taxpayers are now subject to a new surcharge of 4% of income over one million dollars. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Jonathan Blattmachr JD to guide CPA financial planners on the new surcharge.
Sep 8, 2023
CA recently passed legislation disallowing ING trusts by treating them as grantor trusts for state purposes retroactive to January 1, 2023. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Steve Oshins, JD, LLM, to guide CPA financial planners on how to rectify this situation....
Sep 1, 2023
There are many professionals involved with clients and their tax, retirement, estate, insurance, and investment planning. In the case of life insurance, it’s important to be on the lookout for tax traps before it’s too late. In this episode of the PFP Section podcast, David Kushner, CPA, interviews expert Lee...