AICPA Personal Financial Planning (PFP)

AICPA Personal Financial Planning (PFP)

Por: AICPA & CIMA
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, investment planning, and more.

Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
333 episodios disponibles

Latest episodes of the podcast AICPA Personal Financial Planning (PFP)

From Busy Season to Better Seasons: A CPA's Path to Planning with Deb Meyer 09/01/2026
Cracking the AI Code for CPA Financial Planners 26/12/2025
Jeff Levine on the Planning Tug-of-War: Income vs. Estate 18/12/2025
Carl Richards on Precision and Purpose 01/12/2025
Smart Planning with AI: Real-World Strategies with Chris Benson 14/11/2025
How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams 31/10/2025
Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler 17/10/2025
Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy 03/10/2025
Building Financial Capability Across Generations 19/09/2025
The Exit Blueprint: Strategies to Maximize Value and Minimize Risk 05/09/2025
Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler 22/08/2025
A New Kind of Deduction: Advanced Planning Strategies for a Changed Tax Code 08/08/2025
Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning 25/07/2025
Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines 11/07/2025
BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients 04/07/2025
Latest tax proposals: Real-time tax and financial planning conversations 24/06/2025
Turning Panic into Trust with Dr. Lurtz 13/06/2025
Volatile Markets, Smart Estates: Keebler's Top Tax Plays 30/05/2025
How to Talk to Your Kids About Your Estate Plan 16/05/2025
Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage 02/05/2025
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