The Adviser's Guide to Financial and Estate Planning Video Series

This video series, by Steve Siegel complements The Adviser's Guide to Financial and Estate Planning, provides short learning opportunities and guidance to CPAs and financial planners advising clients in tax, retirement, estate, risk management and investment planning matters.

  1. Introduction
    In this video, Steve Siegel helps you focus on what to advise your individual clients through an overview of the strategies covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  2. Co-Ownership of Property
    In this video, Steve Siegel provides an overview of co-ownership of property and what to advise your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  3. Basic Strategies in Lifetime Giving
    In this video, Steve Siegel discusses the tax and non-tax aspects of giving and strategies to consider with your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  4. Charitable Contributions
    In this video, Steve Siegel discusses the tax and non-tax aspects of charitable contributions and strategies to consider with your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  5. The Most Common Trusts
    In this video, Steve Siegel discusses the types of trusts and strategies to consider with your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  6. Qualified Retirement Plan Rules
    In this video, Steve Siegel provides an overview of qualified retirement plan rules and strategies to consider with your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  7. Digital Estate Planning
    In this video, Steve Siegel discusses digital estate planning considerations and strategies for your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  8. Overview of the Marital Deduction
    In this video, Steve Siegel provides an overview of the marital deduction and how to advise your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  9. Planning for Estate Liquidity
    In this video, Steve Siegel discusses planning strategies to manage liquidity of clients' estates, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  10. Overview of Closely-Held Businesses
    In this video, Steve Siegel discusses tax and financial planning strategies for your individual clients and their closely-held businesses, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  11. Planning for the Sole Proprietor
    In this video, Steve Siegel discusses tax and financial planning strategies for your individual clients and their role as sole proprietor, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  12. Planning for the Partner
    In this video, Steve Siegel discusses tax and financial planning strategies for your individual clients and their role as partner in their business, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  13. Planning for Marriage, Separation and Divorce
    In this video, Steve Siegel discusses important tax and estate aspects when planning for marriage or divorce, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  14. Family Income Splitting Strategies
    In this video, Steve Siegel discusses tax-advantaged family income splitting strategies for your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  15. Asset Protection
    In this video, Steve Siegel discusses asset protection opportunities for your individual clients, covered in The Adviser's Guide to Financial and Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  16. Passive Activity Loss Rules
    In this video, Steve Siegel provides an overview of passive activity loss rules and what to advise your clients, covered in The Adviser's Guide to Financial Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).

  17. ABLE
    In this video, Steve Siegel discusses tax-advantaged planning strategies for clients with disabilities, covered in The Adviser's Guide to Financial Estate Planning, an AICPA PFP Section member benefit (aicpa.org/pfp).