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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

 

This selection features all of our active shows. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app. Get in touch at podcast@aicpa-cima.com

 

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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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