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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. 10

Meaningful conversations to have with clients and prospects now {PFP Section}

Oct 22, 2020

Guest: Lyle Benson, CPA/PFS

Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients...

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Final regs on the termination of a trust or estate {PFP Section}

Oct 09, 2020

Guest: Steve Siegel, JD, LLM

If you have clients who terminated an estate or nongrantor trust in 2018, 2019, or 2020, you will want to tune in to this episode of the PFP Section podcast. Long awaited clarity is here and Steve Siegel outlines what you need to know, including:

  • The background on the confusion with...

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Guiding clients with diminishing mental capacity - Part one {PFP Section}

Oct 02, 2020

Guest:  Reina Schlager, CPA/PFS

As a CPA financial planner, you’re often the first to recognize when a client is showing signs of dementia and you’re in the trusted position to protect their finances and their care. Reina Schlager, CPA/PFS, shares experiences she has had to help you navigate similar situations with...

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