Preview Mode Links will not work in preview mode

 

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. 2022
  3. 01

Deeper CPA financial planner connections with Sue Stevens {PFP Section}

Jan 28, 2022

Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Sue shares:

  • What led her from being a cellist recording albums to...

Read More

The benefits of using ABLE accounts {PFP Section}

Jan 21, 2022

Make sure you are making the most of the benefits available for your clients or their family members who have disabilities by tuning in to this episode of the PFP Section podcast. ABLE account experts Anita Kelley, with the Office of Alabama State Treasurer, and Dante Allen, Executive Director of CA’s ABLE Act Board,...

Read More

How to guide couples through their retirement quandaries {PFP Section}

Jan 14, 2022

Emotion can trump logic at times when making decisions and guiding clients through this may be more complex when advising a couple who is contemplating retirement. In this episode of the PFP Section podcast, Christine Moriarty with MoneyPeace answers the following questions:

  • What if couples have different ideas of what...

Read More

Discover how to get more out of your client’s life insurance policy {PFP Section}

Jan 07, 2022

If you have a client who is considering surrendering a life insurance policy or allowing it to lapse, it is important to first understand the value of the policy and determine if it can be sold for more than its cash value. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, and Jamie Mendelsohn, with...

Read More