Industry News
Podcast: Part 2: Importance of addressing long-term care planning
Learn how you can help your clients gain peace of mind for their long-term health in part two of this PFP Section podcast. presented by Brooke Salvini and Brian Gordon. From AICPA.org at...
Podcast: The importance of addressing long-term care planning
Find out how you can help your clients protect their independence and their assets with LTC planning in this PFP Section podcast presented by Brooke Salvini and Brian Gordon. From AICPA.org at...
Podcast: Estate planning conversations all clients need to have now
Learn how to help your clients align their documents to their wishes for their loved ones in this PFP Section podcast led by Steve Siegel. From AICPA.org at...
Podcast: The power of planning with high-deductible health plans
Ted Sarenski discusses why health savings accounts are one of the best retirement planning strategies in this PFP Section podcast. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200821-hsa-planning.html
Podcast: Why it’s important to think about year-end planning now
Bob Keebler discusses how the outcome of the upcoming presidential election may impact planning with your clients in 2020 in this PFP Section podcast. From AICPA.org at...
Webcast: 10 Critical IRA Errors Advisors Must Avoid
Jeff Levine reviewed the most common mistakes and oversights so you can help your clients avoid them and save money. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200812-critical-ira-errors.html
Podcast: How to determine the basis of IDGT property at death
Bob Keebler and Jonathan Blattmachr discuss the power of an intentionally defective grantor trust and whether a step up in basis is available at death. From AICPA.org at...
Podcast: How to help clients take advantage of low interest rates
Bob Keebler walks you through the estate planning strategies that will benefit your clients in the current environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200731-low-interest.html
Podcast: What’s next? Life after the pandemic
Lyle Benson & Susan Bradley discuss how to skillfully work with clients during major life events. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200724-life-after-pandemic.html
Podcast: The financial impact of Alzheimer’s disease
Julie Papievis and Jim Sullivan discuss how you can help your clients and their families as they face the challenges of dementia. From AICPA.org at...
Webcast: Expanding the framework of safe withdrawal rates
Michael Kitces explores the evolution of safe withdrawal rate research, from its starting point almost 20 years ago. From AICPA.org at...
Podcast: Planning Ideas with the SECURE Act’s 10-Year Rule
Bob Keebler, CPA/PFS, and Jonathan Blattmachr, explore ways to extend the life of IRAs and qualified plan assets. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200710-secure-10yr-rule.html
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