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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
  1. All Episodes
  2. 2019
  3. 01

8 reasons why you need to offer elder care financial planning services to your clients

Jan 30, 2019

Guest(s): Jim Sullivan, CPA/PFS

Category: Technical

In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions:

  • Why should you offer elder planning services to your clients?
  • How has elder planning practice changed over the last decade?
  • How can you help your clients navigate...

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Tax reform: When does real estate qualify for the 199A deduction {PFP Section}

Jan 23, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares details on the provisions, specifically Notice 2019-07 and...

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Tax reform: Section 199A final regulations {PFP Section}

Jan 23, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares an overview of the IRS guidance that was released. Find...

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Taxes and Estate Planning {PFP Section}

Jan 11, 2019

Guest(s): Lisa Featherngill, CPA/PFS

Category: Technical

In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions:

  • What are the major tax considerations practitioners should take into account when doing estate planning?
  • What pitfalls should clients be aware...

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Education planning tips for 2019 {PFP Section}

Jan 04, 2019

Guest(s): Ross Riskin, CPA/PFS

Category: Technical

In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Adviser’s Guide to Education Planning. He specifically addresses:

  • Timing of tuition bill payments
  • Determining retirement planning contributions
  • Impact of allowances,...

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