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AICPA Personal Financial Planning (PFP)
AICPA & CIMA
332 episodes
1 week ago
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.
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Education
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All content for AICPA Personal Financial Planning (PFP) is the property of AICPA & CIMA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Education
Business
Episodes (20/332)
AICPA Personal Financial Planning (PFP)
Cracking the AI Code for CPA Financial Planners
1 week ago
20 minutes 50 seconds

AICPA Personal Financial Planning (PFP)
Jeff Levine on the Planning Tug-of-War: Income vs. Estate
3 weeks ago
26 minutes 46 seconds

AICPA Personal Financial Planning (PFP)
Carl Richards on Precision and Purpose
1 month ago
30 minutes 26 seconds

AICPA Personal Financial Planning (PFP)
Smart Planning with AI: Real-World Strategies with Chris Benson
1 month ago
22 minutes 21 seconds

AICPA Personal Financial Planning (PFP)
How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams
2 months ago
24 minutes 32 seconds

AICPA Personal Financial Planning (PFP)
Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler
2 months ago
22 minutes 52 seconds

AICPA Personal Financial Planning (PFP)
Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy
3 months ago
25 minutes 40 seconds

AICPA Personal Financial Planning (PFP)
Building Financial Capability Across Generations
3 months ago
28 minutes 6 seconds

AICPA Personal Financial Planning (PFP)
The Exit Blueprint: Strategies to Maximize Value and Minimize Risk
4 months ago
30 minutes 50 seconds

AICPA Personal Financial Planning (PFP)
Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler
4 months ago
16 minutes 3 seconds

AICPA Personal Financial Planning (PFP)
A New Kind of Deduction: Advanced Planning Strategies for a Changed Tax Code
5 months ago
30 minutes 41 seconds

AICPA Personal Financial Planning (PFP)
Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning
5 months ago
17 minutes 48 seconds

AICPA Personal Financial Planning (PFP)
Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines
6 months ago
28 minutes 11 seconds

AICPA Personal Financial Planning (PFP)
BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients
6 months ago
28 minutes 48 seconds

AICPA Personal Financial Planning (PFP)
Latest tax proposals: Real-time tax and financial planning conversations
6 months ago
32 minutes 5 seconds

AICPA Personal Financial Planning (PFP)
Turning Panic into Trust with Dr. Lurtz
6 months ago
20 minutes 35 seconds

AICPA Personal Financial Planning (PFP)
Volatile Markets, Smart Estates: Keebler's Top Tax Plays
7 months ago
17 minutes 39 seconds

AICPA Personal Financial Planning (PFP)
How to Talk to Your Kids About Your Estate Plan
7 months ago
20 minutes 9 seconds

AICPA Personal Financial Planning (PFP)
Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage
8 months ago
21 minutes 4 seconds

AICPA Personal Financial Planning (PFP)
Business Exit Transitions for CPA Financial Planners
8 months ago
21 minutes 11 seconds

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, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.