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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. 09

Taxes and Financing Retirement Healthcare {PFP Section}

Sep 27, 2019

Guest: Ted Sarenski, CPA/PFS

In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions:

  • What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare?
  • What are some...

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Regulation Best Interest {PFP Section}

Sep 20, 2019

Guest: Ellen Bruno, CPA/PFS, CGMA

In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions:

  • What does the term solely incidental mean? What is the impact on dually-registered investment advisers?
  • What is the...

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A cure for the SECURE Act: using CRTs {PFP Section}

Sep 13, 2019

Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the planning strategies related to the proposed SECURE Act using charitable remainder trusts (CRTs) as beneficiaries as IRAs to simulate a stretch IRA. He answers the questions:

  • When the SECURE Act...

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Women & wealth: Supporting the surviving spouse (Part 4 of 4) {PFP Section}

Sep 06, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

“Widow” can feel like a 4-letter word. In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face as a surviving spouse and your role as their...

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