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AICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}In this episode, Cary Sinnet and Mark Gochnour explore how effective communication builds trust and sets financial planners apart. Mark introduces the 4S Framework—a powerful tool for connecting with clients and simplifying complex concepts. Key Takeaways Why Communication Matters: Builds trust, fosters engagement, and differentiates you from competitors. Avoid overloading clients with technical jargon or unnecessary details. 4S Framework for Communication: Scripts: Prepare and practice concise responses to common questions. Stories: Share personal anecdotes to build emotional connections. Sketches: Use visual aids to explain concepts and engage clients. Supplements: Provide tangible materials to reinforce discussions. Act...
2024-12-0619 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}In this episode, Cary Sinnet and Mark Gochnour explore how effective communication builds trust and sets financial planners apart. Mark introduces the 4S Framework—a powerful tool for connecting with clients and simplifying complex concepts. Key Takeaways Why Communication Matters: Builds trust, fosters engagement, and differentiates you from competitors. Avoid overloading clients with technical jargon or unnecessary details. 4S Framework for Communication: Scripts: Prepare and practice concise responses to common questions. Stories: Share personal anecdotes to build emotional connections. Sketches: Use visual aids to explain concepts and engage clients. Supplements: Provide tangible materials to reinforce discussions. Ac...
2024-12-0619 minTapped In Sales and Strategy for Beer Distributors
Tapped In Sales and Strategy for Beer Distributors26: How to Make Your PFP a Guaranteed Monthly Bonus – And Why You Shouldn’tIn this episode of Tapped In Sales, Bud and Mikey explore the risks of turning your Performance-Based Pay (PFP) into a predictable, guaranteed monthly bonus – and why that’s a trap you should avoid. Drawing from real-world experiences and their recent seminar at the NBWA convention, they discuss how sales teams can fall into the entitlement mentality when incentives become too reliable and easy to achieve. Key Topics: The Entitlement Trap: Has your PFP structure become so predictable that your sales reps expect their bonus without much effort? Bud and Mikey explain how this can stif...
2024-10-1541 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both individuals and the CPA financial planning profession. Lyle's conversation with guests includes these topics (and more) and how PFP Summit addresses them: Finding an environment where professionals can engage deeply with a blending expert presentations with participant discussions. Combining both...
2024-08-1926 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both individuals and the CPA financial planning profession. Lyle's conversation with guests includes these topics (and more) and how PFP Summit addresses them: Finding an environment where professionals can engage deeply with a blending expert presentations with participant discussions. Combining both...
2024-08-1926 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 (PFS CC) chair, Oscar Vives, kick off the New Year in this episode of the PFP Section podcast. They answer the following questions: What did you learn in 2023 that was meaningful to you personally and professionally? What were the PFS CC and PFP EC milestones in 2023? What is the PFP Division celebrating in 2024? What are the focus areas for the committees in 2024? What is your favorite PFP Section resource? What are you looking forward to personally and professionally in 2024? Access resources related to...
2024-01-0528 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 (PFS CC) chair, Oscar Vives, kick off the New Year in this episode of the PFP Section podcast. They answer the following questions: What did you learn in 2023 that was meaningful to you personally and professionally? What were the PFS CC and PFP EC milestones in 2023? What is the PFP Division celebrating in 2024? What are the focus areas for the committees in 2024? What is your favorite PFP Section resource? What are you looking forward to personally and professionally in 2024? Access resources related to...
2024-01-0528 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics: How Jim decided to focus on personal financial planning after beginning his career in tax How Jim and a few of his peers laid the foundation for what...
2023-12-2940 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics: How Jim decided to focus on personal financial planning after beginning his career in tax How Jim and a few of his peers laid the foundation for what...
2023-12-2940 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting...
2023-11-2739 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting...
2023-11-2739 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Tom Trainor {PFP Section}Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA PFP Division. Tom talks about how collaborating with his peers in this community has kept his practice on the cutting edge. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Tom to share his wisdom so that you can benefit from his experiences. They discuss: The different on ramps that Tom has taken to land with his own family office  How Tom uses technology to keep his firm running smoothly with only 3 owners and e...
2023-08-2536 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Tom Trainor {PFP Section}Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA PFP Division. Tom talks about how collaborating with his peers in this community has kept his practice on the cutting edge. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Tom to share his wisdom so that you can benefit from his experiences. They discuss: The different on ramps that Tom has taken to land with his own family office  How Tom uses technology to keep his firm running smoothly with only 3 owners and e...
2023-08-2536 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 advice. He was very likely the first CPA who had a client pay their fees based on assets under management rather than hourly or retainer fees. His experience in large CPA firms paved the way to finally open his own wealth management firm in 2006 where he now works alongside his wife and son. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Clark to learn more about his journey and nuggets of wisdom. Clark answers the following questions:
2023-06-3040 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)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 advice. He was very likely the first CPA who had a client pay their fees based on assets under management rather than hourly or retainer fees. His experience in large CPA firms paved the way to finally open his own wealth management firm in 2006 where he now works alongside his wife and son. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Clark to learn more about his journey and nuggets of wisdom. Clark answers the following questions:
2023-06-3040 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dave Stolz {PFP Section}Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions: How did you create the successful financial planning firm you have today? What did you do to shift tax clients to personal...
2023-05-2632 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dave Stolz {PFP Section}Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions: How did you create the successful financial planning firm you have today? What did you do to shift tax clients to personal...
2023-05-2632 minPro Football Pod
Pro Football PodSZN 2 EP 1: NFC Team RankingsNew season starts NOW. Season 2 of the PFP starting hot this week with NFC team rankings for you. Does Austin's Dallas bias affect his list again? Where does San Fran stack up with QB in limbo? Come hang out with us and find out what we gotta say. Be sure to catch the live stream of the pod on Twitch at Twitch.tv/ProFootballPod every Wednesday night at 7:30 PM EST and follow on Twitter @ProFootball_Pod. Have a great damn week! --- Send in a voice message: https://podcasters.spotify.com/pod/show/profootballpod/message
2023-05-111h 01Pro Football Pod
Pro Football PodEp.37: PFP Mock Draft 2023ITS DRAFT WEEK! Christmas for NFL fans is finally here. It's the time for hope and optimism. We're a man down this week with Austin in Florida, But Coach and Hulk are here to alternate picks in a mock draft. Coach takes the odds, Hulk takes the evens. This will porbably jumpstart us a career at ESPN, so get in now while we're still here! Follow on twitter @ProFootball_Pod and as always, Please Subscribe, Rate and Review for the homies! Have a great Draft Week! --- Send in a voice message: https://podcasters.spotify.com/pod/show...
2023-04-271h 19AICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to engage the next generation of clients and advisors {PFP Section}Are you looking for ways to deepen relationships with next generation clients and staff? In this episode of the PFP Section podcast, AICPA PFP Standing Ovation Award recipient Akeiva Ellis, CPA/PFS, shares how she keeps her younger clients feeling cared for and important. She also shares tips on what to think about to attract talented next gen advisors to your firm. Akeiva answers the following questions: What is the definition of next gen? What are some ways you have engaged these clients in your work? How do you run family meetings to keep all generations connected? How...
2023-04-1423 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to engage the next generation of clients and advisors {PFP Section}Are you looking for ways to deepen relationships with next generation clients and staff? In this episode of the PFP Section podcast, AICPA PFP Standing Ovation Award recipient Akeiva Ellis, CPA/PFS, shares how she keeps her younger clients feeling cared for and important. She also shares tips on what to think about to attract talented next gen advisors to your firm. Akeiva answers the following questions: What is the definition of next gen? What are some ways you have engaged these clients in your work? How do you run family meetings to keep all generations connected? How...
2023-04-1423 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Susan Tillery {PFP Section}Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is designed to provide education and planning to their clients, and they team with other advisers to manage investments and do the tax compliance work. They also provide education and other resources to CPAs who want to add financial planning to their offerings. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Susan. Susan answers the following questions: How did you land where...
2023-03-3130 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Susan Tillery {PFP Section}Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is designed to provide education and planning to their clients, and they team with other advisers to manage investments and do the tax compliance work. They also provide education and other resources to CPAs who want to add financial planning to their offerings. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Susan. Susan answers the following questions: How did you land where...
2023-03-3130 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dirk Edwards {PFP Section} Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now...
2023-02-2436 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dirk Edwards {PFP Section} Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now...
2023-02-2436 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: 7 lessons learned {PFP Section}Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including: Know yourself. Be a constant learner and do what is right for your client. You...
2023-01-2731 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: 7 lessons learned {PFP Section}Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including: Know yourself. Be a constant learner and do what is right for your client. You...
2023-01-2731 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Understanding the human side of life transitions {PFP Section}As CPAs and financial planners, we are trained in the technical skills to help clients plan for transitions such as a business sale, retirement, divorce, or loss of a spouse. What we may not be as prepared for is the human experience that takes place over the years leading up to, during, and settling into a new way of life. The human side is messy and it's more challenging to see how it influences choices and decisions. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews life transition expert, Susan Bradley. They discuss: What...
2023-01-1323 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Understanding the human side of life transitions {PFP Section}As CPAs and financial planners, we are trained in the technical skills to help clients plan for transitions such as a business sale, retirement, divorce, or loss of a spouse. What we may not be as prepared for is the human experience that takes place over the years leading up to, during, and settling into a new way of life. The human side is messy and it's more challenging to see how it influences choices and decisions. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews life transition expert, Susan Bradley. They discuss: What...
2023-01-1323 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to guide clients towards their preferred futures {PFP Section}Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss: Why guiding clients towards their preferred future may be more powerful than creating goals Haesun's take on empathy and how to keep conversations real and purposeful How to use the simple coaching model and Dialogic Quadrant tool How to use coaching...
2023-01-0633 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to guide clients towards their preferred futures {PFP Section}Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss: Why guiding clients towards their preferred future may be more powerful than creating goals Haesun's take on empathy and how to keep conversations real and purposeful How to use the simple coaching model and Dialogic Quadrant tool How to use coaching...
2023-01-0633 minPro Football Pod
Pro Football PodEp. 21: Week 17 Review (Vanilla Vick)Happy New Year everyone! 2023 is gonna be the best year yet, we can feel it. First and foremost, thought and prayers to Demar Hamlin and his family. Austin is back off the IR this week to take over. Playoff spots are starting to shape up and week 18 looks to be packed with consequences. We got Hulkstradamus' NFL Draft top 5 Rbs as well as our PFP picks of the week. Come hang out for an hour and lets have a convo. As always, please Subscribe, Rate and Review for the fellas. Follow on Twitter @ProFootball_Pod and have a great...
2023-01-041h 05AICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy 2023 from the PFP EC and PFS CC chairs! {PFP Section}PFP Executive Committee (EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (CC) chair, Oscar Vives, kick off the new year in this episode of the PFP Section podcast. They answer the following questions: What are their 2023 resolutions that may inspire you? What are the objectives of the PFP EC and PFS CC and how do they support members in financial planning? What were the committee focuses in 2022 and what is their vision going into 2023? How can you get connected with the PFP community and the resources to help you help your clients? Access resources related...
2023-01-0330 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy 2023 from the PFP EC and PFS CC chairs! {PFP Section}PFP Executive Committee (EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (CC) chair, Oscar Vives, kick off the new year in this episode of the PFP Section podcast. They answer the following questions: What are their 2023 resolutions that may inspire you? What are the objectives of the PFP EC and PFS CC and how do they support members in financial planning? What were the committee focuses in 2022 and what is their vision going into 2023? How can you get connected with the PFP community and the resources to help you help your clients? Access resources related...
2023-01-0330 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Brooke Salvini {PFP Section}Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions: How did you decide to start your hourly advice financial planning firm? What led you to add investment management and how did you figure out how to do it? What did you do to develop your people...
2022-12-3031 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Brooke Salvini {PFP Section}Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions: How did you decide to start your hourly advice financial planning firm? What led you to add investment management and how did you figure out how to do it? What did you do to develop your people...
2022-12-3031 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)A business owner's journey to time, mind, and money freedom: Part 2 {PFP Section}Mackey McNeil, CPA, PFS, shares how she took back her time in this episode of the PFP Section podcast. Guest:  Mackey McNeill, CPA/PFS Do you long for more flexibility and free time in your schedule? In part 2 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, shares her process for taking back her time.  Mackey fills you in on how she went from having her hands in everything to designing her business so that it could run without her. She takes you through the 5-step step process that you can use to take ba...
2022-12-1619 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)A business owner's journey to time, mind, and money freedom: Part 2 {PFP Section}Mackey McNeil, CPA, PFS, shares how she took back her time in this episode of the PFP Section podcast. Guest:  Mackey McNeill, CPA/PFS Do you long for more flexibility and free time in your schedule? In part 2 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, shares her process for taking back her time.  Mackey fills you in on how she went from having her hands in everything to designing her business so that it could run without her. She takes you through the 5-step step process that you can use to take ba...
2022-12-1619 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Midterm election results and planning for your clients {PFP Section}As we look to the results of the midterm election, it appears that we will have a divided government in 2023-2024 and we will need to carefully consider the impact on our clients.  Year-end planning could include tax loss harvesting for crypto, new energy provisions and investments, Roth conversions and filling up the 22% and 24% tax bracket.  We will also need to give careful consideration to the preparation for the sunset of the Tax Cuts and Jobs Act of 2017 regarding the federal gift and estate tax exclusion.  As you approach this with your clients, conversations and plans will need to be...
2022-11-1418 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Midterm election results and planning for your clients {PFP Section}As we look to the results of the midterm election, it appears that we will have a divided government in 2023-2024 and we will need to carefully consider the impact on our clients.  Year-end planning could include tax loss harvesting for crypto, new energy provisions and investments, Roth conversions and filling up the 22% and 24% tax bracket.  We will also need to give careful consideration to the preparation for the sunset of the Tax Cuts and Jobs Act of 2017 regarding the federal gift and estate tax exclusion.  As you approach this with your clients, conversations and plans will need to be...
2022-11-1418 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Harvesting losses without triggering a wash sale {PFP Section}2022 has been a volatile year in the stock market. Year-end planning will undoubtedly include tax-loss harvesting to offset capital gains for many clients. As you approach this with your clients, it's important to keep the wash sale rules in mind. In this PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Mark Fichtenbaum, CPA. Mark answers the following questions. What is the intent of the wash sale rules and what are some simple ways around this? How can you structure a transaction to keep the same position and realize a loss? How do these rules apply to cryptocurrency...
2022-11-0431 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Harvesting losses without triggering a wash sale {PFP Section}2022 has been a volatile year in the stock market. Year-end planning will undoubtedly include tax-loss harvesting to offset capital gains for many clients. As you approach this with your clients, it's important to keep the wash sale rules in mind. In this PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Mark Fichtenbaum, CPA. Mark answers the following questions. What is the intent of the wash sale rules and what are some simple ways around this? How can you structure a transaction to keep the same position and realize a loss? How do these rules apply to cryptocurrency...
2022-11-0431 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mackey McNeill {PFP Section}Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about: How identifying her vision and her why for what she does has guided her decision making along the...
2022-10-2827 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mackey McNeill {PFP Section}Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about: How identifying her vision and her why for what she does has guided her decision making along the...
2022-10-2827 minPro Football Pod
Pro Football PodEp. 7: Week 4 Review (No more Mike Evans slander)No more mike Evans slander will be tolerated on this podcast. If so, you can join Coach in the corner. The rest of the Boys are having a great time and you should join us. Sutt thinks the Lions could win the NFC North. Austin thinks Jonathan Taylor is a Thicc Boy. Justin thinks maybe this thing has run its course and we're all just losing our minds. Either way, come hang out and relax for an hour. As always, Subscribe, Rate, and Review for the fellas. Follow the pod on Twitter @ProFootball_Pod and follow the guys @PFP...
2022-10-0554 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with David Oransky {PFP Section}David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses: How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him. What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services. Why he grounds...
2022-09-3030 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with David Oransky {PFP Section}David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses: How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him. What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services. Why he grounds...
2022-09-3030 minPro Football Pod
Pro Football PodEp. 6: Week 3 Review/ Week 4 Preview (GRITTY vs GRIDDY)The Boys are back with some more fire for your ears. We're gonna be in Cincinnati for Thursday Night Football this week! Be sure to hit us up in the DMs and we'll crack some beers open.  The parlay missed last week (Thanks Kansas City), but we for sure have a winner this week, maybe. This episode is ridiculous so only listen if you're down for a good time. As always, Subscribe, Rate and Review. Give us a shout on Twitter @ProFootball_Pod. Follow the guys @PFP_Justin, @Coach_PFP, @Austin_PFP and @ChiefSutt. Lets have a GREAT day. ...
2022-09-281h 36Pro Football Pod
Pro Football PodEp. 5: NFL Week 2 Review/ Week 3 PreviewFull house today as Justin, Coach, Austin and Sutt dive in to what a WILD NFL weekend we had in week 2 and what to look forward to in week 3. Phins vs Bills in a clash of the titans? Is Russ cooked? Is is scary for Terry in DC?  We've got a jam packed show today, so kick back and hang out for a little bit.  Week 3 Previews @ 0:50:37 Sutt's DFS Lineup @ 1:40:02 PFP Parlay of the Week @ 1:48:33 As always, Subscribe, Rate and Review for the boys. Follow us on Twitter @ProFootball_Pod ...
2022-09-211h 50Pro Football Pod
Pro Football PodEp. 4: Football is Back! (Week1 Review/Week 2 Preview)After a short hiatus, The Boys are back with a new member of the pod. Brandon Sutton (@ChiefSutt) joins the ride this week to give a fresh take and insight. We review major points from Week 1 and dive all in on Week 2 previews. You're gonna get some start/sit advice, a little betting advice (follow with caution), and everything in between. We debut 2 new segments this week, Sutt's DFS lineup of the week and the PFP Parlay of the week. This advice is 100% going to win you SOMETHING this week. Come hang out and as always, Subscribe Rate and...
2022-09-151h 13AICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lori Luck {PFP Section}As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in...
2022-08-2625 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lori Luck {PFP Section}As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in...
2022-08-2625 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she...
2022-06-2426 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she...
2022-06-2426 minDANIELE GANSER - DER PODCAST
DANIELE GANSER - DER PODCASTSchweiz sollte NATO-PfP verlassen (Stetten 27.10.2016) | Dr. Daniele GanserDieser Vortrag des Schweizer Historikers und Friedensforschers Dr. Daniele Ganser zeigt, dass die so genannte «Partnership for Peace» (PfP) der NATO in Tat und Wahrheit eine «Partnership for War» ist. Die Schweiz ist seit 1996 Mitglied in der PfP der NATO. Das Stimmvolk in der Schweiz wurde nicht befragt. Es gab nie eine Abstimmung über den PfP-Beitritt der Schweiz. Viele Schweizerinnen und Schweizer wissen nicht, dass die Schweiz Mitglied in der PfP ist. Auch Österreich, Schweden und Irland sind Mitglied in der PfP der NATO. Mit Verweis auf sein Buch «Illegale Kriege» erklärt Ganser, dass die NATO kein Verteidigungsbündnis, son...
2022-05-171h 09DANIELE GANSER - DER PODCAST
DANIELE GANSER - DER PODCASTSchweiz sollte NATO-PfP verlassen (Stetten 27.10.2016) | Dr. Daniele GanserDieser Vortrag des Schweizer Historikers und Friedensforschers Dr. Daniele Ganser zeigt, dass die so genannte «Partnership for Peace» (PfP) der NATO in Tat und Wahrheit eine «Partnership for War» ist. Die Schweiz ist seit 1996 Mitglied in der PfP der NATO. Das Stimmvolk in der Schweiz wurde nicht befragt. Es gab nie eine Abstimmung über den PfP-Beitritt der Schweiz. Viele Schweizerinnen und Schweizer wissen nicht, dass die Schweiz Mitglied in der PfP ist. Auch Österreich, Schweden und Irland sind Mitglied in der PfP der NATO. Mit Verweis auf sein Buch «Illegale Kriege» erklärt Ganser, dass die NATO kein Verteidigungsbündnis, son...
2022-05-171h 09AICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Traps to look out for when IRAs are payable to trusts {PFP Section}With the SECURE Act's 10-year payout rule, it becomes more important to understand how income flows from IRA to trust to beneficiary and the surprising consequences that may arise. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Jere Doyle, JD, LLM. Jere responds to these questions: From a fiduciary standpoint, what happens when an IRA is payable to a trust? What unintended results can happen when a QTIP or conduit QTIP is in place? Why is flowcharting and spreadsheeting how the estate plan will pay out so crucial to planning? How can separately...
2022-05-0418 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Traps to look out for when IRAs are payable to trusts {PFP Section}With the SECURE Act's 10-year payout rule, it becomes more important to understand how income flows from IRA to trust to beneficiary and the surprising consequences that may arise. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Jere Doyle, JD, LLM. Jere responds to these questions: From a fiduciary standpoint, what happens when an IRA is payable to a trust? What unintended results can happen when a QTIP or conduit QTIP is in place? Why is flowcharting and spreadsheeting how the estate plan will pay out so crucial to planning? How can separately...
2022-05-0418 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ted Sarenski {PFP Section}Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created.  He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS.  Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he be...
2022-04-2931 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ted Sarenski {PFP Section}Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created.  He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS.  Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he be...
2022-04-2931 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Beth Gamel {PFP Section}Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS.  Beth discusses: How she created a successful retirement transition, financially and psychologically What she did to attract clients in the early days What she learned through the volatile investment m...
2022-03-2532 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Beth Gamel {PFP Section}Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS.  Beth discusses: How she created a successful retirement transition, financially and psychologically What she did to attract clients in the early days What she learned through the volatile investment m...
2022-03-2532 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef's table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive "retirement tribe" framework How he opened his eyes to t...
2022-02-2533 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef's table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive "retirement tribe" framework How he opened his eyes to t...
2022-02-2533 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sue Stevens {PFP Section}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 becoming a CPA financial planner How she made the decision to merge her firm with Buckingham Advisors How her love of music and writing has shaped her work for clients Her blueprint for a successful life and career (hint, begin with your v...
2022-01-2837 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sue Stevens {PFP Section}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 becoming a CPA financial planner How she made the decision to merge her firm with Buckingham Advisors How her love of music and writing has shaped her work for clients Her blueprint for a successful life and career (hint, begin with your v...
2022-01-2837 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy New Year: Looking Ahead to 2022! {PFP Section}Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS wish you a happy and prosperous New Year and share what is on their minds as they head into 2022 in this episode of the PFP Section podcast.  As they serve in the last months of their successful tenures as chairs of the PFP Executive Committee and PFS Credential Committee, they share their vision for the CPA financial planning profession and the important milestones that have been achieved in alignment to this vision over the last few years. They discuss what volunteering has meant to them professionally and personally and t...
2021-12-3118 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy New Year: Looking Ahead to 2022! {PFP Section}Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS wish you a happy and prosperous New Year and share what is on their minds as they head into 2022 in this episode of the PFP Section podcast.  As they serve in the last months of their successful tenures as chairs of the PFP Executive Committee and PFS Credential Committee, they share their vision for the CPA financial planning profession and the important milestones that have been achieved in alignment to this vision over the last few years. They discuss what volunteering has meant to them professionally and personally and t...
2021-12-3118 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Michael Goodman {PFP Section}Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss: How Michael brought his love for business and working with people to where he is today How he made the...
2021-12-2424 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Michael Goodman {PFP Section}Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss: How Michael brought his love for business and working with people to where he is today How he made the...
2021-12-2424 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Middlescence: New age. New stage. Midlife redefined. {PFP Section}People are going through a reckoning of how they want to operate in the world. How can you make your life the well lived life that you want and do the same for your clients? Lauren Minch interviews gerontologist and life stage expert Barbara Waxman in this episode of the PFP Section podcast. Takeaways include:  The importance of focusing on the life stage versus age Research on the u-curve of happiness Why midlife is like adolescence round 2, only better Helping clients to unlock what they really want Access resources related to this podcast: Note: If you're using a...
2021-07-0222 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Middlescence: New age. New stage. Midlife redefined. {PFP Section}People are going through a reckoning of how they want to operate in the world. How can you make your life the well lived life that you want and do the same for your clients? Lauren Minch interviews gerontologist and life stage expert Barbara Waxman in this episode of the PFP Section podcast. Takeaways include:  The importance of focusing on the life stage versus age Research on the u-curve of happiness Why midlife is like adolescence round 2, only better Helping clients to unlock what they really want Access resources related to this podcast: Note: If you're using a...
2021-07-0222 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Serving clients, running your firm, and taking care of you {PFP Section}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 values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging. Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money. Lessons learned from guiding blind...
2021-03-0509 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Serving clients, running your firm, and taking care of you {PFP Section}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 values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging. Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money. Lessons learned from guiding blind...
2021-03-0509 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Philanthropy techniques for your wealthier clients {PFP Section}Guest: Steve Siegel, J.D., LL.M. For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on: The benefits of qualified charitable distributions (QCDs), the limitations, and the importance of timing this right The beauty of charitable remainder trusts, especially in an environment where capital gain rates may increase, and the cons The value of charitable lead trusts for your...
2021-02-2626 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Philanthropy techniques for your wealthier clients {PFP Section}Guest: Steve Siegel, J.D., LL.M. For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on: The benefits of qualified charitable distributions (QCDs), the limitations, and the importance of timing this right The beauty of charitable remainder trusts, especially in an environment where capital gain rates may increase, and the cons The value of charitable lead trusts for your...
2021-02-2626 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)What to do and what not to do with life insurance {PFP Section}Guests: Susan Bruno, CPA/PFS Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions: Who is the most unbiased professional to work with? What needs to be considered when designing the plan? What are the ins and outs of purchasing permanent insurance? How do you manage policies so that your clients don't lose coverage? How do you get rid of unwanted policies in the most...
2021-01-1521 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)What to do and what not to do with life insurance {PFP Section}Guests: Susan Bruno, CPA/PFS Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions: Who is the most unbiased professional to work with? What needs to be considered when designing the plan? What are the ins and outs of purchasing permanent insurance? How do you manage policies so that your clients don't lose coverage? How do you get rid of unwanted policies in the most...
2021-01-1521 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy New Year! Looking Ahead to 2021 {PFP Section}Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Listen to learn about: What they have done to keep their businesses thriving in the current environment How they have created a good experience for their clients in the COVID environment What the PFP Division is focused...
2021-01-0131 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Happy New Year! Looking Ahead to 2021 {PFP Section}Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Listen to learn about: What they have done to keep their businesses thriving in the current environment How they have created a good experience for their clients in the COVID environment What the PFP Division is focused...
2021-01-0131 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Why it's important to think about year-end planning now {PFP Section}Guest:  Bob Keebler, CPA/PFS Be prepared to shift some of your tax and financial planning strategies if there is a change in administration with the coming election. Learn about tax policy themes and potential planning opportunities from Bob Keebler, CPA/PFS, including:  Payroll taxes on high income earners Marginal tax rate and the capital gains rate for high income individuals Basis step-up at death and other estate and gift tax rules Non-qualified and incentive stock options and deferred compensation Planning strategies to consider now and post-election to best serve your clients Access the related re...
2020-08-1415 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to make the most of your PFP Section benefits {PFP Section}Guest:  Sandra Truitt, AICPA PFP Team Calling all PFP Section members!  Are you looking for tips and tricks for diving into your PFP Section benefit suite?  Look no further than this podcast episode featuring Sandra Truitt from the AICPA PFP team.  She will give an A-Z overview of your benefits including: Quick tips for getting started Resources included with membership Ways to stay current and in the loop Opportunities to connect with peers and the AICPA team Can't-miss ideas for using the tools included Access the related resources from this podcast: Make the most of y...
2020-07-0624 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)How to make the most of your PFP Section benefits {PFP Section}Guest:  Sandra Truitt, AICPA PFP Team Calling all PFP Section members!  Are you looking for tips and tricks for diving into your PFP Section benefit suite?  Look no further than this podcast episode featuring Sandra Truitt from the AICPA PFP team.  She will give an A-Z overview of your benefits including: Quick tips for getting started Resources included with membership Ways to stay current and in the loop Opportunities to connect with peers and the AICPA team Can't-miss ideas for using the tools included Access the related resources from this podcast: Make the most of y...
2020-07-0624 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}Guests:  Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including: What makes PFP Summit unique and different Highlights from PFP Summit sessions and how can you implement them in your own practice, such as: Engaging with Generation Next Using mindfulness in your practice Measuring client satisfaction and where do you focus your energy on improvements Engaging clients in the planning process to act on their recommendations Building a growth element into your client services culture E...
2020-03-1324 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}Guests:  Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including: What makes PFP Summit unique and different Highlights from PFP Summit sessions and how can you implement them in your own practice, such as: Engaging with Generation Next Using mindfulness in your practice Measuring client satisfaction and where do you focus your energy on improvements Engaging clients in the planning process to act on their recommendations Building a growth element into your client services culture E...
2020-03-1324 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 1 {PFP Section}Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including: The business models and background of each's succession planning experience The genesis of the succession plan vision How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning   The importance of succession planning to address the unexpected How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising Advice for practitioners who want to move forward in th...
2020-02-2849 minAICPA Personal Financial Planning (PFP)
AICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 1 {PFP Section}Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including: The business models and background of each's succession planning experience The genesis of the succession plan vision How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning   The importance of succession planning to address the unexpected How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising Advice for practitioners who want to move forward in th...
2020-02-2849 minPFP Online
PFP OnlineUK Tax Investigations Conference 2018 - Backstage InterviewsHosted by James Howell, PFP brings you exclusive backstage interviews with our brilliant guest speakers from this year's UK Tax Investigations Conference on the 9th November!
2018-11-3008 minPFP Online
PFP OnlineR&D Update - October 2018Alex Price of Forrest Brown joins PfP's Jamie Allatt to bring you this fantastic new update on the world of R&D.
2018-10-2315 minPFP Online
PFP OnlineHMRC’s Latest Compliance Tactics – Best Protect Your ClientsMark Taylor, Partner and Head of Tax Investigations & Dispute Resolution at Buzzacott joins Kevin Igoe to look at the range of HMRC penalties and assessments and discuss whether they think that they are deliberate in their design. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if...
2018-06-1930 minPFP Online
PFP OnlineTax Tribunals and how to avoid themPFP speaks to Tax Investigations expert Grant Summers who leads us through the minefield of Tax Tribunals and how to avoid them. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if you would like free advice and help on Capital Allowances or R & D claims pl...
2018-02-2118 minPFP Online
PFP OnlineThe interactions between Grants and R&D tax reliefDerek Granger speaks to R&D experts Alex Price and Malcolm Henderson to look at this highly complex area of tax, which frequently leads to confusion about what can be claimed and errors in calculating any tax relief due. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection sc...
2018-02-0724 minPFP Online
PFP OnlineCapital Allowances: the what, the why and the how of this innovative tax reliefChris Bridges talks to Capital Allowances expert Andrew Stanley about Capital Allowances with an overview of the process and how we are able to help maximise this potential tax relief for clients of our member firms. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if yo...
2018-01-2626 minPFP Online
PFP OnlineHow to deal with HMRC compliance checksHMRC's primary line of enquiry is by way of a compliance check, which despite its name is a formal tax investigation. Kevin Igoe, Managing Director at PFP looks in detail at the types of compliance checks and how best to manage and deal with these on behalf of your clients. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we ca...
2018-01-0419 minPFP Online
PFP OnlineTax Investigations in the Digital AgeKevin Igoe talks to Dominic Arnold from Moore Stephens about how tax investigations are changing in the digital age. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if you would like free advice and help on Capital Allowances or R & D claims please contact us on...
2017-12-1221 minPFP Online
PFP OnlineAutumn Budget 2017Presenters Kevin Igoe and Richard Proctor, Tax Partner at Larking Gowen look at the detail of the Autumn Budget 2017, announced December 2017. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if you would like free advice and help on Capital Allowances or R & D claims please co...
2017-12-0500 minPFP Online
PFP OnlineTax Investigations Conference 2017 podcastJames Howell, Sales Director at PFP speaks to presenters from the UK's Tax Investigations Conference 2017. Presenters include: Kevin Igoe, PFP Mark Taylor, Buzzacotts Grant Taylor, Grant Thornton Dominic Arnold, Moore Stephens Liz Hunter, Mazars Vaneeta Khurana, Mazars Edwards Troup, HMRC Chair and Permanent Secretary The 2018 Tax Investigations Conference is taking place on Friday 9th November, at the ICAEW, London. Register to attend here: https://buff.ly/2AqewHZ For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium si...
2017-11-1000 minPFP Online
PFP OnlineResearch & Development: How to make innovation payDerek Granger speaks to R&D experts, Alex Price and Ben Goad. For over 30 years PFP have been delivering market leading Fee Protection schemes and tax advice. We work with 10 of the UK’s top 20 accountancy firms as well as thousands of small and medium sized practices. Our large team of experts would be delighted to speak to you about how we can help you maximise the full potential of your Fee Protection scheme or if you would like free advice and help on Capital Allowances or R & D claims please contact us on 0345 3071177 or info@pfp.uk.com.
2017-11-0900 min