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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. 2020
  3. 04

To Roth or Not to Roth in the Current Environment {PFP Section}

Apr 24, 2020

Guests:  Bob Keebler, CPA/PFS

With changes to Roth planning due to TCJA, the SECURE Act, and now the CARES Act and market volatility resulting from COVID-19,  it’s important to consider whether Roth conversions would be optimal to help your clients reach their long- term goals. In this episode, Bob Keebler, CPA/PFS,...

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Required Minimum Distributions under the CARES Act {PFP Section}

Apr 17, 2020

Guests:  Ed Slott, CPA and Bob Keebler, CPA/PFS

In the multitudinous legislation that is unfolding as a result of the coronavirus pandemic, the IRS has issued relief from taking required minimum distributions (RMDs) from IRAs and employer sponsored plans under the CARES Act. Bob Keebler, CPA/PFS, interviews Ed Slott,...

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Connecting with clients in the current environment {PFP Section}

Apr 10, 2020

Guests:  Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD

Increased health risks related to COVID-19, social distancing mandates, and the financial aspects of the CARES Act and other legislation has rapidly and dramatically changed the way CPA financial planners are practicing and serving their clients. There are...

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Important estate planning considerations amid COVID-19 {PFP Section}

Apr 03, 2020

Guests:  Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD

Increased health risks related to COVID-19 and the financial aspects of the CARES Act and other financial legislation – all during an election year, compounds the complexity of the tax and financial planning landscape. There are issues you can address...

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