All Episodes
AICPA Personal Financial Planning (PFP) — 349 episodes
Are You Solving the Right Problem First? Ask Dr. Brian Portnoy
Why Bob Keebler Makes the Section 645 Election Almost Every Time
The IUL Experiment with Andy Panko
Your Clients Can Afford to Retire. Will They Enjoy It?
Bob Keebler on Avoiding Costly Estate Planning Mistakes
Why the Future of Financial Planning Runs Through the CPA
Andrea Millar, From Financial Expert to Trusted Guide
Small Planning Conversations That Lead to Bigger Engagements
The Ripple Effect: How Financial Literacy Shapes Generations
Transform Tax Season into Year-Round Client Value with Dr. Brianne Smith
The Inflection Point for CPA Financial Planners: Why Now Matters
Millions at 18, Broke at 30 (Unless a CPA/PFS Gets Involved)
From Knowledge to Impact: The CPA's Role in Financial Literacy with Julia Bush
What's Next for the CPA Financial Planner with Matt Kidd
Trump Accounts are Coming - and You Need to be Ready
Bob Keebler on The Renaissance of Income Tax Planning
From Busy Season to Better Seasons: A CPA's Path to Planning with Deb Meyer
Cracking the AI Code for CPA Financial Planners
Jeff Levine on the Planning Tug-of-War: Income vs. Estate
Carl Richards on Precision and Purpose
Smart Planning with AI: Real-World Strategies with Chris Benson
How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams
Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler
Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy
Building Financial Capability Across Generations
The Exit Blueprint: Strategies to Maximize Value and Minimize Risk
Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler
A New Kind of Deduction: Advanced Planning Strategies for a Changed Tax Code
Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning
Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines
BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients
Latest tax proposals: Real-time tax and financial planning conversations
Turning Panic into Trust with Dr. Lurtz
Volatile Markets, Smart Estates: Keebler's Top Tax Plays
How to Talk to Your Kids About Your Estate Plan
Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage
Business Exit Transitions for CPA Financial Planners
When theft gets taxing with Bob Keebler
Estate Tax Repeal & Its Impact on Planning
Additional Social Security Payments for Some Clients
Estate Planning & Portability
Advancing CPA Financial Planning: Insights from Leaders Brooke Salvini and Oscar Vives
Education Funding {PFP Section}
Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}
The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}
Understanding Bitcoin: A CPA's Perspective
Talking about Medicare {PFP Section}
Intersection of Health and Financial Planning {PFP Section}
Deeper CPA financial planner connections with Marianela Collado {PFP Section}
Changes and clarifications with the SECURE Act final regulations {PFP Section}
Practical tips to help clients with unintended early withdrawals from 401(k) plans {PFP Section}
Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}
Digging Deeper with your Clients, Part 3 of 3 | {PFP Section}
Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}
Digging Deeper With Your Clients, Part 2 of 3 {PFP Section}
Estate planning for the TCJA sunset of the double exclusion amount {PFP Section}
Digging Deeper with your Clients, Part 1 of 3 {PFP Section}
How to navigate forks in the road with more clarity, focus, and ease {PFP Section}
Money Dates (PFP Section)
Valuing life insurance policies for gift tax returns {PFP Section}
Strategies to draw down excess 529 funds {PFP Section}
Deeper CPA financial planner connections with Kelley Long {PFP Section}
The best and worst things you can do with insurance – Part 2 {PFP Section}
What to beware of with QTIP trusts {PFP Section}
The evidence-based qualities of admired advisors {PFP Section}
Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}
The why, what, and how behind legacy planning for your clients {PFP Section}
The best and worst things you can do with insurance – Part 1 {PFP Section}
Happy 2024 from the PFP EC and PFS CC chairs! {PFP Section}
Deeper CPA financial planner connections with Jim Shambo {PFP Section}
Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}
Crucial issues related to disability and long-term care insurance {PFP Section}
Life insurance planning strategies for businesses {PFP Section}
Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}
Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}
What you need to know about CA ING trusts {PFP Section}
Life insurance planning strategies for individuals {PFP Section}
The value of qualified small business stock (QSBS) treatment {PFP Section}
Deeper CPA financial planner connections with Sarah Bradley {PFP Section}
How to address the qualitative (aka hard) side of planning {PFP Section}
How to earn interest rate equivalents and pay less in tax {PFP Section}
Deeper CPA financial planner connections with Lisa Featherngill {PFP Section}
Serving women clients well {PFP Section}
The new Massachusetts surtax (PFP Section)
How the recent CA anti ING trust legislation impacts planning {PFP Section}
Tax traps to beware of with life insurance planning {PFP Section}
Deeper CPA financial planner connections with Tom Trainor {PFP Section}
Two important RMD developments {PFP Section}
Why you need to take Bitcoin seriously - part 3 {PFP Section}
Nuances to be aware of with Roth conversion planning {PFP Section}
Deeper CPA financial planner connections with Ellen Bruno {PFP Section}
Why you need to take Bitcoin seriously - Part 2 {PFP Section}
Why you need to take Bitcoin seriously - part 1 {PFP Section}
Quantifying Advisor Value Part 2 {PFP Section}
Deeper CPA financial planner connections with Clark Blackman {PFP Section}
Quantifying Advisor Value Part 1 {PFP Section}
When to begin collecting Social Security {PFP Section}
How to maximize post-mortem IRA wealth transfers {PFP Section}
Four ways to achieve portability {PFP Section}
Deeper CPA financial planner connections with Dave Stolz {PFP Section}
The best estate planning ideas for large IRAs {PFP Section}
How to reduce overwhelm for your clients {PFP Section}
When it makes sense to relocate an IRA to a life insurance policy {PFP Section}
Deeper CPA financial planner connections with Dr. Haesun Moon {PFP Section)
Roth conversion planning in 2023 {PFP Section}
How to engage the next generation of clients and advisors {PFP Section}
Planning for the surviving spouse: Part 3 {PFP Section}
Deeper CPA financial planner connections with Susan Tillery {PFP Section}
Biden's 2024 budget proposals that impact individuals {PFP Section}
What to watch out for with trust terminations {PFP Sections}
Non-retirement reasons to invest in a Roth IRA {PFP Section}
Five tips to keep employees engaged in a hybrid work environment {PFP Section}
The New Spousal IRA Election {PFP Section}
Deeper CPA financial planner connections with Dirk Edwards {PFP Section}
Guiding families in their philanthropic endeavors {PFP Section}
Rolling excess 529 plan funds into Roth IRA accounts (PFP Section)
A business owner's journey to time, mind, and money freedom: Part 4 {PFP Section}
A business owner's journey to time, mind, and money freedom: Part 3 {PFP Section}
Deeper CPA financial planner connections: 7 lessons learned {PFP Section}
Slott and Keebler on what to watch out for with SECURE 2.0 {PFP Section}
Understanding the human side of life transitions {PFP Section}
How SECURE 2.0 impacts clients we see in our practices {PFP Section}
How to guide clients towards their preferred futures {PFP Section}
Happy 2023 from the PFP EC and PFS CC chairs! {PFP Section}
Deeper CPA financial planner connections with Brooke Salvini {PFP Section}
Tax planning for bonds {PFP Section}
A business owner's journey to time, mind, and money freedom: Part 2 {PFP Section}
A business owner's journey to time, mind, and money freedom: Part 1{PFP Section}
Year-end charitable giving ideas {PFP Section}
Using SLATs and other techniques for estate planning now {PFP Section}
Deeper CPA financial planner connections with Mark Astrinos {PFP Section}
How to prudently give to charities around the world {PFP Section}
Midterm election results and planning for your clients {PFP Section}
Surviving spouse planning using QTIP trusts {PFP Section}
Harvesting losses without triggering a wash sale {PFP Section}
Deeper CPA financial planner connections with Mackey McNeill {PFP Section}
Six key financial challenges for foreign citizens moving to the US {PFP Section}
Three common but underutilized features of 401k plans {PFP Section}
How to support clients with international and cross border questions {PFP Section}
Helping clients through natural disasters {PFP Section}
How IRAs can be used to help victims of a natural disaster {PFP Section}
Deeper CPA financial planner connections with David Oransky {PFP Section}
The best treatment for a spousal inherited IRA {PFP Section}
The impact of inflation on retirement planning {PFP Section}
Building business owner wealth with tax advantaged plans {PFP Section}
Planning for the surviving spouse: Part one {PFP Section}
Deeper CPA financial planner connections with Lori Luck {PFP Section}
Using IRAs to fund charitable causes {PFP Section}
Three common money mindsets that may be holding your clients back {PFP Section}
The tax and legal aspects of trust situs {PFP Section}
Deeper CPA financial planner connections with Howard Safer {PFP Section}
How to guide clients going through divorce {PFP Section}
A primer on international and cross border planning {PFP Section}
Five questions to get clients to act on their estate planning {PFP Section}
Talking to clients about market volatility {PFP Section}
Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}
Using oil and gas investments to offset passive losses {PFP Section}
How the newly proposed clawback regulations impact estate planning {PFP Section}
How the new actuarial tables impact estate planning strategies {PFP Section}
Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}
Transitioning to retirement and the 4% rule {PFP Section}
Common investment mistakes {PFP Section}
Retiree funding of healthcare prior to age 65
Traps to look out for when IRAs are payable to trusts {PFP Section}
Deeper CPA financial planner connections with Ted Sarenski {PFP Section}
Slott and Keebler on the complex new RMD rules {PFP Section}
Using legacy letters to help clients articulate their wishes {PFP Section}
Cryptocurrency: Discover three ways to add value for your clients {PFP Section}
How SECURE 2.0 will impact retirement planning {PFP Section}
The power of the simplified charitable lead annuity trust (CLAT) {PFP Section}
The 2023 tax revenue proposals released by the Biden Administration {PFP Section}
Deeper CPA financial planner connections with Beth Gamel {PFP Section}
How to choose between a donor advised fund and a private foundation {PFP Section}
How Medicare enrollment impacts HSA contributions {PFP Section}
The ins and outs of the new SECURE Act proposed regulations {PFP Section}
Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}
The intersection of money and memory {PFP Section}
The case for making portability elections {PFP Section}
Why it may now be easier for clients to retire prior to age 59 ½ {PFP Section}
Deeper CPA financial planner connections with Sue Stevens {PFP Section}
The benefits of using ABLE accounts {PFP Section}
How to guide couples through their retirement quandaries {PFP Section}
Discover how to get more out of your client's life insurance policy {PFP Section}
Happy New Year: Looking Ahead to 2022! {PFP Section}
Deeper CPA financial planner connections with Michael Goodman {PFP Section}
Simulating the benefits of an unlimited Roth IRA with life insurance {PFP Section}
How to have philanthropic conversations with your clients {PFP Section}
Bringing together couples and their money {PFP Section}
Life insurance: What happened to guaranteed universal life? {PFP Section}
Deeper CPA financial planner connections with Lyle Benson {PFP Section}
Life insurance: Must know basics {PFP Section}
Build Back Better Act: Where we are now {PFP Section}
Designing your business around your ideal client {PFP Section}
What is a 'super HSA' and how does it work {PFP Section}
The future of Social Security {PFP Section}
Fiduciary income tax planning moves to make now {PFP Section}
Year-end planning conversations to have now {PFP Section)
Income tax reform overview with Bob Keebler {PFP Section}
What you need to know about the proposed MEGA IRA rules {PFP Section}
The use or lose it situation with the estate exemption {PFP Section}
The case for making Roth conversions before year-end {PFP Section}
How the latest tax proposals will impact clients {PFP Section}
Guiding clients with diminishing mental capacity: Summary {PFP Section}
Why the spousal lifetime access trust is the go-to planning strategy {PFP Section}
Guiding clients with diminishing mental capacity: Residential choices {PFP Section}
Helping clients overcome common investor mistakes {PFP Section}
Guiding clients with diminishing mental capacity: Planning while well {PFP Section}
Guiding clients with diminishing mental capacity: Ten warning signs {PFP Section}
Unique and under-communicated HSA benefits {PFP Section}
The impact of the Van Hollen bill on current estate administration {PFP Section}
Preventing and responding to elder financial exploitation {PFP Section}
How emotions affect financial decisions {PFP Section}
Middlescence: New age. New stage. Midlife redefined. {PFP Section}
The pros and cons of ESG investing {PFP Section}
The unexpected state tax consequences of employees who work from home {PFP Section}
How the President's Green Book will impact your clients {PFP Section}
Helping clients evaluate their housing options in retirement {PFP Section}
Guiding your clients who are financial caregivers {PFP Section}
Part 6: The new approach to retirement planning: Voice of the client {PFP Section}
Part 5: The new approach to retirement planning: Review meetings {PFP Section}
Part 5: Important planning strategies in 2021: Roth conversions {PFP Section}
How the American Families Plan will impact your clients {PFP Section}
Part 4: Important planning strategies in 2021: Itemized deductions {PFP Section}
Important development with SECURE Act post-mortem distributions {PFP Section}
Part 3: Important planning strategies in 2021: Capital gains {PFP Section}
Sensible Taxation and Equity Promotion Act (STEP) of 2021 {PFP Section}
What you need to know about the "For the 99.5% Act" {PFP Section}
Part 4: The new approach to retirement planning {PFP Section}
Leading effectively in times of high pressure {PFP Section}
Keebler on the American Rescue Plan Act of 2021 {PFP Section}
Part 2: Important planning strategies to consider in 2021: Estate {PFP Section}
Serving clients, running your firm, and taking care of you {PFP Section}
Philanthropy techniques for your wealthier clients {PFP Section}
Charitable donation strategies for the masses {PFP Section}
Part 1: Important planning strategies to consider in 2021 {PFP Section}
The new approach to retirement planning: part 3 {PFP Section}
Integrating pet planning into your financial planning practice {PFP Section}
The latest on virtual currency as you head into tax season {PFP Section}
What to do and what not to do with life insurance {PFP Section}
What the Georgia outcome means for financial planning {PFP Section}
Happy New Year! Looking Ahead to 2021 {PFP Section}
The new approach to retirement planning: part 2 {PFP Section}
Guiding clients with diminishing mental capacity – Part 2 {PFP Section}
What you need to know about captive insurance companies {PFP Section}
The new approach to retirement planning: part 1 {PFP Section}
A new estate freeze technique: Grantor Retained Interest Partnership {PFP Section}
Changing domicile in today's environment {PFP Section}
What Biden's capital gains proposal means for your clients {PFP Section}
The state of the election and what it means for financial planning {PFP Section}
Podcast: Best planning ideas to consider before 2020 ends {PFP Section}
Meaningful conversations to have with clients and prospects now {PFP Section}
Final regs on the termination of a trust or estate {PFP Section}
Guiding clients with diminishing mental capacity - Part one {PFP Section}
2020's highest rated software for financial planners {PFP Section}
How to have transformative conversations {PFP Section}
Part two of the importance of addressing long-term care planning {PFP Section}
The importance of addressing long-term care planning {PFP Section}
Estate planning conversations all clients need to have now {PFP Section}
The power of planning with high-deductible health plans {PFP Section}
Why it's important to think about year-end planning now {PFP Section}
How to determine the basis of IDGT property at death {PFP Section}
How to help clients take advantage of low interest rates {PFP Section}
What's next...Life after the pandemic {PFP Section}
The financial impact of Alzheimer's disease {PFP Section}
Planning Ideas with the SECURE Act's 10-Year Rule {PFP Section}
How to make the most of your PFP Section benefits {PFP Section}
Education planning how-to's in a COVID world {PFP Section}
How to help clients make good decisions in times of transition {PFP Section}
Tips to help your clients identify fraud during COVID-19 {PFP Section}
Social Security strategies to help your clients during the pandemic {PFP Section}
How Medicare benefits have changed due to our public health emergency {PFP Section}
How to help clients with retirement relief provided by CARES {PFP Section}
How to deepen client relationships during the pandemic {PFP Section}
How to generate cash flow utilizing NOL relief under the CARES Act {PFP Section}
How to help clients who are considering bankruptcy {PFP Section}
Bond Tax Planning in Today's Environment {PFP Section}
To Roth or Not to Roth in the Current Environment {PFP Section}
Required Minimum Distributions under the CARES Act {PFP Section}
Connecting with clients in the current environment {PFP Section}
Important estate planning considerations amid COVID-19 {PFP Section}
Coronavirus Aid Relief and Economic Security (CARES) Act {PFP Section}
Tax planning for recent decedents amid COVID-19 {PFP Section}
How to bullet proof your investment portfolio {PFP Section}
Planning opportunities in a volatile market {PFP Section}
Finding (and being) calm amid the chaos {PFP Section}
Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}
Succession planning: Tips from Generation 2 {PFP Section}
Helping clients in a volatile market {PFP Section}
Succession planning: Tips from Generation 1 {PFP Section}
Succession planning: Q&A with David DeVoe {PFP Section}
Mathematics of the SECURE Act In-Depth {PFP Section}
Estate administration for IRAs and qualified plans {PFP Section}
Mathematics of estate planning for IRAs {PFP Section}
SECURE Act: IRAs payable to conduit trusts {PFP Section}
SECURE Act: IRAs payable to trusts {PFP Section}
SECURE Act: Eligible Beneficiary Exceptions {PFP Section}
Use it or lose it: IRS issues final regulations on clawbacks {PFP Section}
Privately-owned business + Donor advised fund = opportunity {PFP Section}
SECURE Act: Practical Solutions for Your Clients {PFP Section}
The proposed new life expectancy regulations for IRAs and qualified plans {PFP Section}
Virtual currencies and IRS Revenue Ruling 2019-24 {PFP Section}
Year-end tax and financial planning strategies: Part 2 {PFP Section}
Year-end tax and financial planning strategies: Part 1 {PFP Section}
Lessons from the GE pension buyout: when employers change the terms of retirement plans: {PFP Section}
Integrating life coaching with the financial planning process {PFP Section}
How to talk to your clients about estate planning & actionable ideas to get started {PFP Section}
Futurism & your tax and financial planning business {PFP Section}
Strategies for Optimizing Incentive Stock Options {PFP Section}
Taxes and Financing Retirement Healthcare {PFP Section}
Regulation Best Interest {PFP Section}
A cure for the SECURE Act: using CRTs {PFP Section}
Women & wealth: Supporting the surviving spouse (Part 4 of 4) {PFP Section}
Tax & investment planning in an ultra-low interest rate environment {PFP Section}
Women & wealth: Women navigating divorce, independence and finances (Part 3 of 4) {PFP Section}
Are we headed for recession or not? What the inverted yield curve means {PFP Section}
Women & wealth: Breadwinner women sandwiched between career, children and caregiver (Part 2 of 4) {PFP Section}
Women & wealth: financial influence on the move (Part 1 of 4) {PFP Section}
Sustainable investing: How can you advise your clients? (Part 3 of 3) {PFP Section}
Sustainable investing: Why is it important to your clients? (Part 2 of 3) {PFP Section}
Sustainable investing: What is it? (Part 1 of 3) {PFP Section}
Roth conversions and the proposed SECURE Act {PFP Section}
Creating a cohesive online presence (part 2) {PFP Section}
Step 10: What are the simple actions I can take now? {Building a Tax & Financial Planning Advisory Business}
How the Kaestner decision may impact your clients {PFP Section}
Taxes and Risk Management & Insurance Planning {PFP Section}
Step 9: How do I maximize use of technology? {Building a Tax & Financial Planning Advisory Business}
Step 8: What do I need to know if I decide to offer investment advisory services? {Building a Tax & Financial Planning Advisory Business}
Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}
Step 5: What is the best way to create deep relationships with clients? {Building a Tax & Financial Planning Advisory Business}
Taxes and Investment Planning {PFP Section}
Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}
Step 3: What are the appropriate fees to charge? {Building a Tax & Financial Planning Advisory Business}
Step 2: How do I get started? {Building a Tax & Financial Planning Advisory Business}
Step 1: Why should I offer tax & financial planning advisory services? {Building a Tax & Financial Planning Advisory Business}
Your business as a retirement asset {PFP Section}
Filing protective claims for refund {PFP Section}
Lessons from the 9th hole: what current retirees have to say {PFP Section}
Making conversations count: integrated financial planning {PFP Section}
Creating a cohesive online presence {PFP Section}
The 3 Rs of the retainer model {PFP Section}
Tax reform: Section 199A & tax season {PFP Section}
Tax reform: Section 199A & retirement plan benefits {PFP Section}
Will your clients have enough to retire? {PFP Section}
What is the national state of retirement {PFP Section}
8 reasons why you need to offer elder care financial planning services to your clients
Tax reform: When does real estate qualify for the 199A deduction {PFP Section}
Tax reform: Section 199A final regulations {PFP Section}
Taxes and Estate Planning {PFP Section}
Education planning tips for 2019 {PFP Section}