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These podcasts are produced and brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. They cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

AICPA is the abbreviation for the American Institute of CPAs, and CIMA stands for the Chartered Institute of Management Accountants. Our founding membership bodies continue to serve professionals, students and the public worldwide when communicating specific legal, regulatory statutes and governance.

 

This selection includes active shows, along with some that have reached the end of their season. We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

 

Copyright 2023 AICPA & CIMA


AICPA & CIMA Show(s) Available

Feb 07, 2025

In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett welcomes Bob Keebler, a nationally recognized expert in estate and tax planning. Together, they break down the critical topic of portability in estate planning—what it is, how it works, and why it matters for both financial planners...


Jan 29, 2025

Welcome to the AICPA Personal Financial Planning Podcast, hosted by Cary Sinnett. In this episode, Cary is joined by Brooke Salvini, Chair of the Personal Financial Planning (PFP) Executive Committee, and Oscar Vives, Chair of the PFS Credential Committee. Together, they dive into pivotal advancements in CPA financial...


Jan 28, 2025

Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through...


Jan 28, 2025

In this final installment of Debra Taylor’s Digging Deeper series, she focuses on tax planning. After reviewing the importance of a structured service calendar and proactive client communication, she outlines five essential steps for effective tax planning and highlights 20 key tax planning strategies. This is...


Jan 28, 2025

This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm’s commitment to innovation and excellence.

Five Key Takeaways:

  1. The Evolution of a Career in Financial Planning:
    Growth and succession is vital for...