AICPA Personal Financial Planning (PFP)

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

AICPA & CIMA Show(s) Available

Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}

May 31, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc, Scott Sprinkle, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how to work with other advisers and professionals as part of the tax & financial planning team and answer the questions:

What is your role as the...

Step 5: What is the best way to create deep relationships with clients? {Building a Tax & Financial Planning Advisory Business}

May 17, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Brooke Salvini, and David Stolz

Category: Practice management

In this episode, CPA financial planners share how to deepen client relationships within their tax and financial planning advisory businesses and answer the questions:

How can you create an...

Taxes and Investment Planning {PFP Section}

May 10, 2019

Guest: Matt Rosenberg, CPA/PFS

Category: Technical

In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and answers the questions:

What are the major tax considerations practitioners should take into account when providing investment advice?
When do capital gains need to be...

Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}

May 03, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle

Category: Practice management

In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions:

How does taking a humanistic approach to tax planning...