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 10: What are the simple actions I can take now? {Building a Tax & Financial Planning Advisory Business}

Jun 28, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Dirk Edwards, Michael Goodman, Brooke Salvini, Scott Sprinkle, Dave Stolz, and Susan Tillery

Category: Practice management

In this episode, recorded live at the AICPA ENGAGE pre-conference workshop – Building a Tax & Financial Planning Advisory Business –...

How the Kaestner decision may impact your clients {PFP Section}

Jun 25, 2019

Guest(s): Bob Keebler, CPA/PFS, Anna Moody, JD and David O’Neill, JD

Category: Technical

In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court determined whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In...

Taxes and Risk Management & Insurance Planning {PFP Section}

Jun 21, 2019

Guest: Susan Tillery, CPA/PFS & Tom Tillery, CFP®

Category: Technical

In this episode, Susan Tillery, CPA/PFS & Tom Tillery, CFP® discuss the impact of taxes on risk management and insurance and answers the questions:

What are the tax considerations practitioners should take into account when advising clients on the...

Step 9: How do I maximize use of technology? {Building a Tax & Financial Planning Advisory Business}

Jun 14, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Michael Goodman, Brooke Salvini, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how they chose various technology with building their tax and financial planning advisory businesses.

What are the essential...

Step 8: What do I need to know if I decide to offer investment advisory services? {Building a Tax & Financial Planning Advisory Business}

Jun 07, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Scott Sprinkle, and Ellen Bruno

Category: Practice management

In this episode, CPA financial planners share their experiences with choosing whether or not to provide investment advisory services as part of their tax and financial planning advisory businesses...