Strategies to draw down excess 529 funds {PFP Section}
The SECURE 2.0 Act opened new doors for the use of 529 plan funds. Kelley Long discusses the...
18:19
Deeper CPA financial planner connections with Kelley Long {PFP Section}
Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to...
34:47
The best and worst things you can do with insurance – Part 2 {PFP Section}
In part 2 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman,...
38:16
What to beware of with QTIP trusts {PFP Section}
Qualified terminable interest property (QTIP) trusts were created so that spouses could receive...
15:03
The evidence-based qualities of admired advisors {PFP Section}
Do you want to be the trusted advisor who makes a meaningful difference in your client’s life?...
34:24
Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}
The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section’s Deeper CPA...
39:11
The why, what, and how behind legacy planning for your clients {PFP Section}
CPA financial planners help clients live meaningful lives and pass on their legacy. Often, estate...
31:07
The best and worst things you can do with insurance – Part 1 {PFP Section}
Proper insurance planning is one of the most overlooked areas of personal financial planning. In...
31:41
Happy 2024 from the PFP EC and PFS CC chairs! {PFP Section}
PFP Executive Committee (PFP EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee...
28:16
Deeper CPA financial planner connections with Jim Shambo {PFP Section}
Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and...
40:06
Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}
Ed Slott, CPA, and Bob Keebler, CPA/PFS, discuss the complicated inherited IRA RMD rules and what...
18:32
Crucial issues related to disability and long-term care insurance {PFP Section}
150 million Americans live with chronic illness. And yet, disability and long-term care (LTC)...
32:49
Life insurance planning strategies for businesses {PFP Section}
You can give your clients tremendous value by guiding them with their life insurance planning,...
26:46
Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}
This is part 2 of the PFP Section podcast that marks our CPA financial planning history and...
28:49
Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}
As with any profession, it’s important to understand how we got to where we are today to take us...
39:15
What you need to know about CA ING trusts {PFP Section}
In July, California Governor Newsome signed legislation that disallows the incomplete gift...
11:32
Life insurance planning strategies for individuals {PFP Section}
You can give your clients tremendous value by guiding them with their life insurance planning,...
34:02
The value of qualified small business stock (QSBS) treatment {PFP Section}
IRC Sections 1202 and 1045 are becoming more popular in recent years due to the tax favorability...
11:05
Deeper CPA financial planner connections with Sarah Bradley {PFP Section}
Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner...
32:19
How to address the qualitative (aka hard) side of planning {PFP Section}
We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this...
12:22
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