Industry News
2021 Best Planning Ideas for You, Your Clients, and Your Business
Panelists (Lyle Benson, Michael Goodman, Scott Sprinkle, Sue Stevens) discuss how their firms have changed as a result of COVID-19, and their best ideas for success in the new year. From AICPA.org at...
Podcast: What to do and what not to do with life insurance
Susan Bruno, CPA/PFS, fills you in on how to support your clients with proper coverage to protect their families. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210115-life-insurance.html
Podcast: What the Georgia outcome means for financial planning
Robert Keebler, CPA/PFS, shares tips and techniques to talk about with your clients as they question what the new administration will mean for their goals. From AICPA.org at...
Podcast: Happy New Year! Looking Ahead to 2021
Susan Tillery, CPA/PFS and David Stolz, CPA/PFS, chairs of the PFP Division reflect on 2020 and share what they’re focused on for 2021. From AICPA.org at...
Podcast: The new approach to retirement planning– part 2
Mackey McNeill, CPA/PFS set the stage for a long-lasting relationship with new clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201225-retirement-part2.html
Podcast: Guiding clients with diminishing mental capacity – Part 2
Reina Schlager, CPA/PFS set the stage for a long-lasting relationship with new clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201218-mental-capacity-part2.html
Podcast: What you need to know about captive insurance companies
Bob Keebler and David Slenn discuss considering micro-captive insurance if you have business owner clients or prospective clients. From AICPA.org at...
Webcast: Last minute planning for 2020
Steve Siegel shares what should you be telling your clients about planning in the last month of 2020. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201201-last-minute-planning.html
Podcast: A new estate freeze technique: Grantor Retained Interest Partnership
Learn, from Robert Keebler, about a new wealth planning strategy that may be perfect for the current times in this episode of the PFP Section podcast. From AICPA.org at...
Podcast: The new approach to retirement planning: part 1 {PFP Section}
Mackey McNeill, CPA/PFS, shares how she perfected her financial planning process to focus on people before numbers in this episode of the PFP Section podcast. From AICPA.org at...
Podcast: Changing domicile in today’s environment
Discover, from Steve Siegel, the ins and outs of how to advise clients to establish domicile in a new state in this episode of the PFP Section podcast. From AICPA.org at...
Podcast: What Biden’s capital gains proposal means for your clients
Hear Paul Lee and Robert Keebler share what you need to consider when timing income in this episode of the PFP Section podcast. From AICPA.org at...
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