Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: What education and gifting strategies are effective to leverage the advantages of 529 plans? What are t...
Nov 15, 2019•19 min
Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: What are the trade-offs for harvesting gains/losses and how can you determine the right decision for ea...
Nov 08, 2019•22 min
Guests: Bob Keebler, CPA/PFS and Ed Slott General Electric is offering buyouts to about 100,000 pensioners and freezing the retiree payments for about 20,700 salaried pensioners, as part of the company's effort to shed debt as it faces pressure to improve its performance. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott to answer the questions: What are the key factors that CPA financial planners should consider for their clients who are impacted by the GE pension buyout? How will the c...
Nov 01, 2019•26 min
Guest: Jimmy J. Williams, CPA/PFS The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and answer the questions: Why you should include a process that helps your clients see the bigger picture than just the numbers? What is the life plan solution? How can you implement...
Oct 25, 2019•18 min
Guest: Lisa Featherngill, CPA/PFS It’s Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn’t feel new, its effects are still being felt in many areas of your clients’ financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so now is the perfect time to talk with them about their plan. In this podcast, Lisa Featherngill, CPA/PFS will teach you: How to connect the dots with your clients’ taxes, financial goals...
Oct 18, 2019•11 min
Guest: Mackey McNeill, CPA/PFS Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on: What’s going to be different in the 2020s and why How do you plan inside this disruption? What is “humanism” and how it will impact your relationships with and services provided to your clients Access the r...
Oct 11, 2019•25 min
Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions: What are the three ways that clients take action on incentive stock options? What are the requirements of ISOs? What can CPA financial planners do to help clients navigate this complex area of planning? How do ISOs factor into a tax-smart c...
Oct 04, 2019•21 min
Guest: Ted Sarenski, CPA/PFS In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions: What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare? What are some special tax considerations with Medicare? What about long-term care and how to pay for it? How can CPA financial planners help their clients navigate the overwhelming experience of f...
Sep 27, 2019•20 min
Guest: Ellen Bruno, CPA/PFS, CGMA In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions: What does the term solely incidental mean? What is the impact on dually-registered investment advisers? What is the RIA fiduciary duty? What is the customer relationship summary? And what are the compliance requirements? Access the related resources from this podcast: Slides from this podcast T...
Sep 20, 2019•18 min
Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the planning strategies related to the proposed SECURE Act using charitable remainder trusts (CRTs) as beneficiaries as IRAs to simulate a stretch IRA. He answers the questions: When the SECURE Act becomes law, what happens to the stretch IRA as we know it today? If the stretch IRA is gone for most descendants, is there any hope for continued life stretch-out? Is a stretch...
Sep 13, 2019•14 min
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical “Widow” can feel like a 4-letter word. In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face as a surviving spouse and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the actions and words you can use when interacting wit...
Sep 06, 2019•16 min
Guest: Bob Keebler, CPA/PFS & Bob Gordon Category: Technical In this episode, Bob Keebler, CPA/PFS interviews Bob Gordon of Twenty-First Securities Corporation about the planning strategies in an ultra-low interest rate environment. He answers the questions: What are the unique investment opportunities when interest rates are very low? What special election can taxpayers make to reduce taxable income with bond premiums? What tax arbitrage opportunities exist when rates are low? What does it ...
Aug 30, 2019•19 min
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face when navigating divorce and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the complex financial issues that women face when navigating divorce? What are some key ten...
Aug 23, 2019•13 min
Guest: Bob Keebler, CPA/PFS & Dr. Robert LeClair Category: Technical In this episode, Bob Keebler, CPA/PFS interviews Dr. Robert LeClair about the recent market volatility and the lower interest rate environment, including: What is an inverted yield curve? What is the significance of an inverted yield curve? What defines a recession? What are the key indicators to look for when recession may be on the horizon? Access the related resources from this podcast: Broadridge Advisor’s client alerts...
Aug 20, 2019•10 min
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the pressures facing women who are breadwinners? What are the complex financial issues that these women face? How c...
Aug 16, 2019•13 min
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the common attributes of women and money? What are the complex financial issues that women face? How can you build ...
Aug 09, 2019•18 min
Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions: How do you talk with your clients about sustainable investing? What does the investment planning process look like? Then how do you recommend and/or implement sustainable investment portfolios for your clients? How can sustainable investing impact your business? Access the related resources from this podcast: Vert...
Aug 02, 2019•24 min
Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions: What are your clients’ motivations for sustainable investing? What are advisers’ motivations for sustainable investing? What opportunities do advisers have to become thought leaders for their clients? Access the related resources from this podcast: Vert Asset Management – expand your understanding of sustainable i...
Jul 26, 2019•24 min
Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management What is sustainable investing? Why is it growing in popularity? And is it just a fad? What are the different types of sustainable investing? What are the intentions and outcomes for each? Access the related resources from this podcast: Vert Asset Management – expand your understanding of sustainable investing Vert’s position paper, 'Sustainable Investing: From Niche to No...
Jul 19, 2019•29 min
Guest(s): Bob Keebler, CPA/PFS Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions: What are the relevant proposed provisions? Which clients would be impacted? What planning strategies and tactics will be effective? What is the advantage of Roth conversions under the proposed SECURE Act? Access the related resources from this podcast: Impact of Tax Reform on Planning Toolkit Th...
Jul 12, 2019•16 min
Guests: Erica Gellerman, CPA Category: Practice management In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients. What are the three Vs of creating a cohesive online presence? How can you leverage your online presence, so your clients will know, like, and trust you? What are the simple steps you can take now? Access the related resources from this podcast: Creating a cohesive online p...
Jul 05, 2019•23 min
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Dirk Edwards, Michael Goodman, Brooke Salvini, Scott Sprinkle, Dave Stolz, and Susan Tillery Category: Practice management In this episode, recorded live at the AICPA ENGAGE pre-conference workshop – Building a Tax & Financial Planning Advisory Business – CPA financial planners share helpful resources and simple action steps to take in building their tax and financial planning advisory businesses. What are the key resources the...
Jun 28, 2019•48 min
Guest(s): Bob Keebler, CPA/PFS, Anna Moody, JD and David O’Neill, JD Category: Technical In NC Department of Revenue v. The Kaestner Family Trust , the Supreme Court determined whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In this episode, Bob Keebler, CPA/PFS interviews Anna Moody and David O’Neill answers the questions: What was the Supreme Court’s ruling? In which states will CPAs likely file amended retu...
Jun 25, 2019•21 min
Guest: Susan Tillery, CPA/PFS & Tom Tillery, CFP® Category: Technical In this episode, Susan Tillery, CPA/PFS & Tom Tillery, CFP® discuss the impact of taxes on risk management and insurance and answers the questions: What are the tax considerations practitioners should take into account when advising clients on the use of insurance contracts? What tax nuances come into play when looking at the type and the amount of insurance coverage that is the most applicable based on your client’s f...
Jun 21, 2019•15 min
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Michael Goodman, Brooke Salvini, and Susan Tillery Category: Practice management In this episode, CPA financial planners share how they chose various technology with building their tax and financial planning advisory businesses. What are the essential software programs for a tax and planning advisory business? How can you leverage the cloud and secure your clients’ information and safely share information? What are some examples of...
Jun 14, 2019•25 min
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Scott Sprinkle, and Ellen Bruno Category: Practice management In this episode, CPA financial planners share their experiences with choosing whether or not to provide investment advisory services as part of their tax and financial planning advisory businesses and answer the questions: Do I have to provide investment advisory services to provide tax and planning advisory services to my clients? What constitutes investment advice? How...
Jun 07, 2019•16 min
Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc, Scott Sprinkle, and Susan Tillery Category: Practice management In this episode, CPA financial planners share how to work with other advisers and professionals as part of the tax & financial planning team and answer the questions: What is your role as the primary point of contact and how does that benefit your clients? What are some effective strategies for working with other advisers who also put your clients’ interests first? Wh...
May 31, 2019•24 min
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Brooke Salvini, and David Stolz Category: Practice management In this episode, CPA financial planners share how to deepen client relationships within their tax and financial planning advisory businesses and answer the questions: How can you create an environment – physical or virtual and emotional – to develop deeper relationships with your clients? How can you build trust and connection with your clients? What questions can you as...
May 17, 2019•19 min
Guest: Matt Rosenberg, CPA/PFS Category: Technical In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and answers the questions: What are the major tax considerations practitioners should take into account when providing investment advice? When do capital gains need to be carefully considered? How do investment losses best serve a good tax plan? How important is asset location? Is timing a major consideration with investment changes? Access the related ...
May 10, 2019•18 min
Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle Category: Practice management In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions: How does taking a humanistic approach to tax planning benefit your clients? How do you approach a tax compliance client to transition them into planning services? What are simple actions to take now? Access the related resources f...
May 03, 2019•21 min
