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Multi-disciplinary valuations| FVS podcasts
Learn about the valuation of businesses and asset holding companies.
Jun 29, 202244 min listen
Resources
How the newly proposed clawback regulations impact estate planning | PFP learning library podcast archive
Robert Keebler discusses how the new clawback regulations affect popular estate planning strategies.
Jun 09, 202224 min listen
Resources
How the new actuarial tables impact estate planning strategies | PFP learning library podcast archive
Learn what to consider in the transition period between current and proposed actuarial tables.
Jun 02, 202219 min listen
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Resources
Discounted cash flows | FVS podcasts
Learn what should go into a discounted cash flow analysis.
Jun 01, 202238 min listen
Resources
Transitioning to retirement and the 4% rule | PFP learning library podcast archive
Oscar Vives and Lauren Minch share retirement perspectives.
May 19, 202221 min listen
Resources
Cryptocurrency: Discover three ways to add value for your clients | PFP learning library podcast archive
Ryan Firth shares insights on how you can support clients interested in cryptocurrency.
May 11, 202220 min listen
Resources
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
May 05, 202225 min listen
Resources
Traps to look out for when IRAs are payable to trusts | PFP learning library podcast archive
Jere Doyle and Bob Keebler shares how income flows from IRA to trust to beneficiary and the surprising consequences that may arise.
May 03, 202219 min listen
Resources
Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive
Ed Slott and Bob Keeber discuss the new SECURE Act regulations and what to pay attention to.
Apr 26, 202233 min listen
Resources
Using legacy letters to help clients articulate their wishes | PFP learning library podcast archive
Susan Turnbull shares a technique to get to the heart of the matter with your clients’ finances.
Apr 21, 202230 min listen
Resources
How SECURE 2.0 will impact retirement planning | PFP learning library podcast archive
Bob Keebler discusses the provisions of the Securing a Strong Retirement Act relevant to CPA financial planners
Apr 07, 202211 min listen
Resources
Integrating life planning and coaching for financial planning clients | PFP learning library podcast
Jimmy J. Williams shares his recommendations and answers questions about life planning. Learn how to implement solutions in your client's engagements.
Apr 05, 202218 min listen
Resources
What to do and what not to do with life insurance | PFP learning library podcast
Susan Bruno, CPA/PFS, fills you in on how to support your clients with proper coverage to protect their families.
Apr 01, 202221 min listen
Resources
The power of the simplified charitable lead annuity trust (CLAT)| PFP learning library podcast archive
Panel discusses the reversionary grantor CLAT benefits and why now is the opportune time to consider this technique.
Mar 31, 202211 min listen
Resources
The 2023 tax revenue proposals released by the Biden Administration | PFP learning library podcast archive
Bob Keebler, CPA/PFS, discusses the tax reforms that may be effective in 2023.
Mar 29, 202211 min listen
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