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American Institute of CPAs – Personal Financial Planning (PFP)

American Institute of CPAs – Personal Financial Planning (PFP)

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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.

Recent Episodes

  • Talking about Medicare

    1 week ago

  • Intersection of Health and Financial Planning {PFP Podcast}

    3 weeks ago

  • Deeper CPA financial planner connections with Marianela Collado {PFP Section}

    1 month ago

  • Changes and clarifications with the SECURE Act final regulations {PFP Section}

    2 months ago

  • Practical tips to help clients with unintended early withdrawals from 401(k) plans {PFP Section}

    2 months ago

  • Deeper CPA Financial Planner Connections, Lyle Benson {PFP Podcast}

    3 months ago

  • Digging Deeper with your Clients, Part 3 of 3 | {PFP Podcast}

    3 months ago

  • Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}

    4 months ago

  • Digging Deeper With Your Clients, Part 2 of 3 {PFP Section}

    4 months ago

  • Estate planning for the TCJA sunset of the double exclusion amount {PFP Section}

    5 months ago