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American Institute of CPAs - Personal Financial Planning (PFP)

Oct 8, 2021

With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they’re having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas:

  • Income tax planning, including the capital gain rate increase and opportunities for gain harvesting
  • Retirement planning, from reviewing assumptions used in plans to getting ahead of tax proposals
  • Estate planning changes and the need to line up attorneys and valuation experts now
  • Charitable giving strategies such as donor advised funds and making use of the 100% AGI limit for cash contributions
  • Investment planning, including educating clients about the purpose of bonds in their portfolios
  • Insurance planning and the renewed interest in ILITs, disability coverage, and annuities

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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