AICPA Personal Financial Planning (PFP)

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

AICPA & CIMA Show(s) Available

Part 4: The new approach to retirement planning {PFP Section}

Mar 26, 2021

Guest: Mackey McNeill, CPA/PFS

Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including:

If your clients loved investments, they wouldn’t use your services.
At the end of the...

Leading effectively in times of high pressure {PFP Section}

Mar 19, 2021

Guest: Dr. Eric Bean

Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric...

Keebler on the American Rescue Plan Act of 2021 {PFP Section}

Mar 15, 2021

President Biden signed off on the latest relief for businesses and individuals late last week. You can learn the specifics you need to know for your clients in this PFP Section podcast episode from Bob Keebler, CPA/PFS, including:

The ins and outs of the restaurant revitalization grant program
Expansion of the employee...

Part 2: Important planning strategies to consider in 2021: Estate {PFP Section}

Mar 12, 2021

Guest: Bob Keebler, CPA/PFS

Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in...

Serving clients, running your firm, and taking care of you {PFP Section}

Mar 05, 2021

Guest: Lyle Benson, CPA/PFS

AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as:

The power of having clarity on the core...