AICPA Personal Financial Planning (PFP)

Guest: Robert Keebler, CPA/PFS After nearly 20 years since the current set of life expectancy tables were released by the IRS, the IRS released proposed regulations to update these tables for an increase in the average lifespan. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best serve your clients: What are the changes you need to know about? What is the impact on lifetime RMDs? What are the transitional rules? When do they become effective? What are the tax issues to consider? Access the related resources from this podcast: IRS proposed regulations to update the life expectancy and distribution period tables Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler The Adviser's Guide to Financial & Estate Planning Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.

Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA Virtual currency experts Ryan Firth, CPA and Shehan Chandrasekera, CPA will discuss what you need to know about the recent IRS revenue ruling on virtual currencies to help you advise your clients: What is virtual currency and cryptocurrency? What are hard forks and airdrops? What are the key takeaways from the IRS Q&A? What are the practical challenges you need to be aware of? How can you help your clients who transact in cryptocurrency? Access the related resources from this podcast: IRS Rev. Rul. 2019-24 Article: "IRS Revenue Ruling 2019-24: Hard Forks, Airdrops and Other Topics Related to the Taxation of Virtual Currency" by Ryan Firth How the IRS is Approaching Cryptocurrency Compliance: Updates from the IRS Chief Counsel New IRS Cryptocurrency Tax Guidance IRS and FinCEN clarify cryptocurrency reporting rules: Like-Kind Exchanges, Specific ID, FBAR, and Airdrops Podcast: Planning & tax considerations when transacting in virtual currency Webcast: IRS Guidance on Taxation of Virtual Currency Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.

Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: What education and gifting strategies are effective to leverage the advantages of 529 plans? What are the tax incentives for investing in qualified opportunity zones? Should your clients use the gift tax exemption before it sunsets by making large gifts before the end of 2025? Why you should start talking your clients about this now? How can you use trusts with state income tax planning strategies? What are the tax issues to consider? Access the related resources from this podcast: Don't miss part 1 of this podcast! Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler Useful Estate & Decision Charts from Steve Oshins The Adviser's Guide to Financial & Estate Planning Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: What are the trade-offs for harvesting gains/losses and how can you determine the right decision for each client? What strategies can you use to plan for your clients to effectively itemize deductions? What is the donor advised fund and which types of clients should take advantage of this charitable giving strategy? What impact would the SECURE Act have on Roth conversions? What are the tax issues to consider? Access the related resources from this podcast: Don't miss part 2 of this podcast! Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guests: Bob Keebler, CPA/PFS and Ed Slott General Electric is offering buyouts to about 100,000 pensioners and freezing the retiree payments for about 20,700 salaried pensioners, as part of the company's effort to shed debt as it faces pressure to improve its performance. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott to answer the questions: What are the key factors that CPA financial planners should consider for their clients who are impacted by the GE pension buyout? How will the conversation differ for each employee? Which clients should consider taking the lump sum buyout? What are the tax issues to consider? Access the related resources from this podcast: The Adviser's Guide to Retirement and Elder Planning Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guest: Jimmy J. Williams, CPA/PFS The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and answer the questions: Why you should include a process that helps your clients see the bigger picture than just the numbers? What is the life plan solution? How can you implement it in your client engagements? What are the actionable steps you can take now to get the conversation and planning process started with your clients? Access the related resources from this podcast: AICPA's Tax and Financial Planning Services hub Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. Jimmy William's Live a Life by Design website & podcast The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guest: Lisa Featherngill, CPA/PFS It's Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn't feel new, its effects are still being felt in many areas of your clients' financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so now is the perfect time to talk with them about their plan. In this podcast, Lisa Featherngill, CPA/PFS will teach you: How to connect the dots with your clients' taxes, financial goals and estate plan How to broach the subject with your clients, including qualitative and quantities aspects to consider What to look for in your clients' estate plans to make sure it's aligned with their wishes and integrated with their financial plan Actionable steps you can take now to get the conversation and planning process started with your clients Access the related resources from this podcast: Broadridge Advisor's Women's resource center (free access to PFP/PFS members) includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms. The Adviser's Guide to Financial & Estate Planning Demonstrate your competency in estate planning with the CPA/PFS credential or the estate planning certificate program. The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guest: Mackey McNeill, CPA/PFS Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on: What's going to be different in the 2020s and why How do you plan inside this disruption? What is "humanism" and how it will impact your relationships with and services provided to your clients Access the related resources from this podcast: Practical resources to grow, evolve and manage your practice Demonstrate your competency in personal financial planning with the CPA/PFS credential or the personal financial planning certificate program. About David Houle Moving to a finite earth economy: the future of humanity, climate and capitalism by David Houle The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions: What are the three ways that clients take action on incentive stock options? What are the requirements of ISOs? What can CPA financial planners do to help clients navigate this complex area of planning? How do ISOs factor into a tax-smart comprehensive financial plan? Access the related resources from this podcast: Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind ABCs of Executive Compensation The Adviser's Guide to Financial and Estate Planning The 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. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.

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 special tax considerations with Medicare? What about long-term care and how to pay for it? How can CPA financial planners help their clients navigate the overwhelming experience of finding suitable care and managing the related finances? Access the related resources from this podcast: Financial Planning & Tax Services hub at aicpa.org/growadvisoryservices Retirement planning certificate, part of the PFP certificate program Demonstrate your competence and confidence with the CPA/PFS credential! The 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 and 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don't miss an episode – you can hear our podcasts online anywhere via your web browser, no podcast app required. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.