Home>Search results
Showing 1–50 of 346 search results
Filter by
Category
Topic
Subtopic
Content Type
Premium Content
Content Source
Results per pageSort by
50
Newest First
- ...
Resources
The tax and legal aspects of trust situs | podcast
Jonathan Blattmachr and Richard Nenno are interviewed by Bob Keebler on their take regarding locating trusts.
Firm Practice ManagementPersonal Financial PlanningTaxClient ServiceEstate PlanningTax PlanningTaxation of Estates & Trusts
Aug 04, 2022・27 min listen
Resources
Deeper CPA financial planner connections with Howard Safer | podcast
Howard Safer and Lyle Benson share advice on how to help clients create holistic financial wellness.
Firm Practice ManagementPersonal Financial PlanningTaxClient ServicePractice ManagementPractice Management & Professional Standards
Jul 28, 2022・33 min listen
Resources
Helping clients evaluate their housing options in retirement | PFP learning library podcast
Brad Breeding provides tips to guide clients in their complex retirement living decisions.
Personal Financial PlanningCOVID-19: Personal Financial PlanningElder, Special Needs & Chronic Illness PlanningPractice ManagementRetirement Planning
Jul 21, 2022・29 min listen
Professional Insights
Tips for firms implementing quality management standards
The AICPA Auditing Standards Board (ASB) voted in May to approve new quality management standards. In this episode, Sara Lord, CPA, the chair of the ASB, explains more about what those standards will mean for firms going forward and what changes they will need to consider.
Jul 05, 2022・24 min undefined
Journal of Accountancy LOCKED
Resources
Resources
Deeper CPA financial planner connections with Akemi Dalvi
Akemi Dalvi shares how she has created a financial planning business serving Japanese Americans.
Firm Practice ManagementPersonal Financial PlanningTaxClient ServicePractice ManagementPractice Management & Professional Standards
Jun 23, 2022・26 min listen
Professional Insights
An interest in flight, a path to CFO: ‘All about determination’
J'Maine Chubb, CPA, CGMA, studied avionics in high school and also took an interest in a law career. He followed a familial career path, however, becoming an accountant, and he discusses some of that journey in this episode of the Journal of Accountancy podcast. Chubb, now the CFO at TravelWifi, was previously CFO of the Houston Airport System, where he worked for almost six years.
May 30, 2022・16 min undefined
Journal of AccountancyResources
Deeper CPA financial planner connections with Scott Sprinkle | PFP learning library podcast archive
Hear how passion has led the way in making career decisions for Scott Sprinkle, CPA/PFS, in this episode of the PFP Section podcast.
Firm Practice ManagementPersonal Financial PlanningTaxClient ServicePractice ManagementPractice Management & Professional Standards
May 26, 2022・35 min listen
Professional Insights
Reevaluate metrics in pursuit of innovation
Amy Radin, the author of The Change Maker's Playbook: How to Seek, Seed and Scale Innovation in Any Company, serves on the board of directors for the Association of International Certified Professional Accountants.
Innovation and metrics are the topic for this episode, in which Radin talks about how innovation principles can play a role in an organization's financial planning and analysis (FP&A) functions.
May 23, 2022
Journal of AccountancyProfessional Insights
A finance transformation case study, plus a news roundup
This episode of the podcast focuses on a busy week in news and a story of finance transformation in action. Janis Parthun, CPA, and Steve McKechnie, leaders in RGP's finance transformation practice, explain how a recent client engagement led to efficiencies for the client, a global food and beverage company, and lessons learned for RGP.
May 11, 2022・20 min undefined
Journal of AccountancyResources
Retiree funding of healthcare prior to age 65 | PFP learning library podcast archive
Kelley Long shares how to guide your early retirement clients through their healthcare coverage
Personal Financial PlanningCash-Flow PlanningRetirement PlanningRisk Management & Insurance Planning
May 05, 2022・25 min listen
Resources
Deeper CPA financial planner connections with Ted Sarenski | PFP learning library podcast archive
Ted Sarenski shares how curiosity took him on a journey from tax accountant to CPA financial planner.
Firm Practice ManagementPersonal Financial PlanningTaxClient ServicePractice ManagementPractice Management & Professional Standards
Apr 28, 2022・31 min listen
Professional Insights
The invaluable sounding board: Learning from other CFOs
Denise Dettingmeijer, CFO of Randstad North America, is part of a panel discussion at AICPA & CIMA ENGAGE in June in Las Vegas. In this podcast episode, she previews the theme of that session and explains why having fellow CFOs "along the same part of the journey" is helpful.
Apr 21, 2022・24 min undefined
Journal of AccountancyResources
The importance of addressing long-term care planning-Pt2 | PFP Learning Library
Help your clients gain peace of mind for their long-term health in part two of this PFP Section podcast. presented by Brooke Salvini and Brian Gordon.
Personal Financial PlanningSmall Business ResiliencyCash-Flow PlanningRisk Management & Insurance Planning
Apr 05, 2022・21 min listen
Resources
The importance of addressing long-term care planning | PFP learning library podcast
Help your clients protect their independence and their assets with LTC planning in this PFP Section podcast presented by Brooke Salvini and Brian Gordon.
Personal Financial PlanningCOVID-19: Personal Financial PlanningCash-Flow PlanningRisk Management & Insurance Planning
Apr 05, 2022・17 min listen
Resources
Philanthropy techniques for your wealthier clients | PFP learning library podcast
Steve Siegel, J.D., LL.M., covers the ins and outs of three powerful planning vehicles from QCDs to CRTs and CLTs .
Personal Financial PlanningTaxCharitable PlanningEstate PlanningIndividual Income Taxation Tax PlanningTaxation of Estates & Trusts
Apr 04, 2022・26 min listen
Professional Insights
Co-creating the future of finance: A leadership group’s quest
CFOs and other finance leaders "are all on the same quest" to transform finance into more of a value partner, according to Tom Hood, CPA/CITP, CGMA, executive vice president–Business Engagement and Growth for the Association of International Certified Professional Accountants.
Apr 04, 2022・24 min undefined
Journal of AccountancyProfessional Insights
FP&A: A new niche — and an expanded definition
Chris Ortega is speaking on multiple topics at AICPA & CIMA ENGAGE in June. One topic is a guide for CFOs on people and process optimization. Ortega, CEO of the consulting firm Fresh FP&A and a regular speaker at financial planning and analysis events, delves into the critical role CFOs played at the start of the pandemic and why he says FP&A practices are evolving. Also, hear his advice about vulnerability and taking chances and more.
Mar 30, 2022・24 min undefined
Journal of AccountancyResults per pageSort by
50
Newest First
- ...