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AICPA Personal Financial Planning (PFP)

Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, invest... Read more

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Why you need to take Bitcoin seriously - part 3 {PFP Section}

Why you need to take Bitcoin seriously - part 3 {PFP Section}

If you believe it is a good idea to hold even a small amount of Bitcoin, the next step is to educate your clients and de... Read more

11 Aug 2023

31mins

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Nuances to be aware of with Roth conversion planning {PFP Section}

Nuances to be aware of with Roth conversion planning {PFP Section}

If you have clients who are contemplating Roth conversions who may also want to take advantage of clean vehicle credits... Read more

4 Aug 2023

11mins

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Deeper CPA financial planner connections with Ellen Bruno {PFP Section}

Deeper CPA financial planner connections with Ellen Bruno {PFP Section}

Ellen Bruno is a CPA/PFS who has taken a career path that puts her in the seat of serving financial planners who are reg... Read more

28 Jul 2023

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Why you need to take Bitcoin seriously - Part 2 {PFP Section}

Why you need to take Bitcoin seriously - Part 2 {PFP Section}

In part 2 of this series, you’ll learn about the history of money and how that relates to the likelihood of Bitcoin beco... Read more

21 Jul 2023

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Why you need to take Bitcoin seriously - part 1 {PFP Section}

Why you need to take Bitcoin seriously - part 1 {PFP Section}

David Oransky, CPA/PFS, believes that if you don’t allocate a small allocation of your assets to Bitcoin as a hedge, you... Read more

14 Jul 2023

35mins

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Quantifying Advisor Value Part 2 {PFP Section}

Quantifying Advisor Value Part 2 {PFP Section}

There has never been a better time to focus on tax planning services to give clients high value. Integrating this with f... Read more

7 Jul 2023

31mins

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Deeper CPA financial planner connections with Clark Blackman {PFP Section}

Deeper CPA financial planner connections with Clark Blackman {PFP Section}

Clark Blackman started out in tax, moved into financial planning, and eventually honed his expertise in investment advic... Read more

30 Jun 2023

40mins

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Quantifying Advisor Value Part 1 {PFP Section}

Quantifying Advisor Value Part 1 {PFP Section}

Services like tax compliance and investment management are becoming commoditized. In this episode of the PFP Section pod... Read more

23 Jun 2023

31mins

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When to begin collecting Social Security {PFP Section}

When to begin collecting Social Security {PFP Section}

The decision to wait until 70 to collect Social Security compared with starting as soon as possible is not as straight f... Read more

16 Jun 2023

15mins

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How to maximize post-mortem IRA wealth transfers {PFP Section}

How to maximize post-mortem IRA wealth transfers {PFP Section}

SECURE 1.0 eliminated life expectancy distributions apart from eligible designated beneficiaries. In this episode of th... Read more

9 Jun 2023

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