American Institute of CPAs - Personal Financial Planning (PFP)

Guest(s): Janice GreenCategory: TechnicalThe financial principles and asset attributes that are significant in the gray divorce, including red flags and strategies to discuss with your clients who are or may be considering divorce after age 50.The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.

Guest(s): Janice GreenCategory: TechnicalUnique factors and financial considerations of gray divorce as well as how CPAs can add value to the collaborative (negotiated) divorce process and how CPA financial planners can work together with divorce attorneys for their client’s best interest.The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.

Guest(s): Robert Keebler, CPA/PFS & Bob GordonCategory: Technical Planning strategies to consider for 2017-2018, including: -- An overview of Trump’s and Ryan’s plans -- Anticipated changes to taxation of interest, dividends, and capital gains -- Practical “blocking and tackling” financial planning strategies to discuss with clients. Access the related resources from this podcast: Tax Reform Resource Center Toolkit: Impact of Tax Reform on Planning The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.