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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.

 

This selection features all of our shows that are currently active. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app.

We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

 

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.

 

Copyright 2025 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2020
  3. 02

Succession planning: Tips from Generation 1 {PFP Section}

Feb 28, 2020

Guest: Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including:

  • The business models and background of each’s succession planning experience
  • The...

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Succession planning: Q&A with David DeVoe {PFP Section}

Feb 21, 2020

Guests: David DeVoe & Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interviews expert, David DeVoe, Founder and Managing Director, DeVoe & Company, about succession planning for personal financial planners, including:

  • How David’s practitioner perspective and his entrepreneurship led him...

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Mathematics of the SECURE Act In-Depth {PFP Section}

Feb 14, 2020

Guest:  Bob Keebler, CPA/PFS

In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics of the SECURE Act, including:

  • What are the three best solutions to address the 10-year rule that eliminates Stretch IRAs and how do you apply them?
  • What are special circumstances you need to address...

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Estate administration for IRAs and qualified plans {PFP Section}

Feb 07, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the key...

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