Ranked #1
How to bullet proof your investment portfolio {PFP Section}
How to bullet proof your investment portfolio {PFP Section}
Guests: Bob Keebler, CPA/PFS and Dave Stolz, CPA/PFS Now is a time when many people are having anxiety about the curren... Read more
23 Mar 2020
•
12mins
Ranked #2
Roth conversions and the proposed SECURE Act {PFP Section}
Roth conversions and the proposed SECURE Act {PFP Section}
Guest(s): Bob Keebler, CPA/PFS Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and re... Read more
12 Jul 2019
•
15mins
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Ranked #3
Taxes and Investment Planning {PFP Section}
Taxes and Investment Planning {PFP Section}
Guest: Matt Rosenberg, CPA/PFS Category: Technical In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxe... Read more
10 May 2019
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17mins
Ranked #4
Tax reform: Section 199A & tax season {PFP Section}
Tax reform: Section 199A & tax season {PFP Section}
Guest(s): Bob Keebler, CPA/PFS & Nick Passini, CPA Category: Technical On January 18th, the IRS released the highly-... Read more
1 Mar 2019
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28mins
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Ranked #5
SECURE Act: IRAs payable to trusts {PFP Section}
SECURE Act: IRAs payable to trusts {PFP Section}
Guest: Bob Keebler, CPA/PFS Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financ... Read more
17 Jan 2020
•
15mins
Ranked #6
Privately-owned business + Donor advised fund = opportunity {PFP Section}
Privately-owned business + Donor advised fund = opportunity {PFP Section}
Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office... Read more
20 Dec 2019
•
24mins
Ranked #7
Year-end tax and financial planning strategies: Part 2 {PFP Section}
Year-end tax and financial planning strategies: Part 2 {PFP Section}
Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your... Read more
15 Nov 2019
•
18mins
Ranked #8
Tax & investment planning in an ultra-low interest rate environment {PFP Section}
Tax & investment planning in an ultra-low interest rate environment {PFP Section}
Guest: Bob Keebler, CPA/PFS & Bob Gordon Category: Technical In this episode, Bob Keebler, CPA/PFS interviews Bob Go... Read more
30 Aug 2019
•
19mins
Ranked #9
Lessons from the GE pension buyout: when employers change the terms of retirement plans: {PFP Section}
Lessons from the GE pension buyout: when employers change the terms of retirement plans: {PFP Section}
Guests: Bob Keebler, CPA/PFS and Ed Slott General Electric is offering buyouts to about 100,000 pensioners and freezing ... Read more
1 Nov 2019
•
25mins
Ranked #10
Integrating life coaching with the financial planning process {PFP Section}
Integrating life coaching with the financial planning process {PFP Section}
Guest: Jimmy J. Williams, CPA/PFS The support, encouragement, and direction delivered through life coaching is an area w... Read more
25 Oct 2019
•
17mins
Ranked #11
Tax reform: Section 199A final regulations {PFP Section}
Tax reform: Section 199A final regulations {PFP Section}
Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regula... Read more
23 Jan 2019
•
21mins
Ranked #12
Mathematics of the SECURE Act In-Depth {PFP Section}
Mathematics of the SECURE Act In-Depth {PFP Section}
Guest: Bob Keebler, CPA/PFS In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics o... Read more
14 Feb 2020
•
40mins
Ranked #13
Use it or lose it: IRS issues final regulations on clawbacks {PFP Section}
Use it or lose it: IRS issues final regulations on clawbacks {PFP Section}
Guest: Bob Keebler, CPA/PFS In T.D. 9884, the IRS finalized proposed regulations issued in November 2018 (REG-106706-18... Read more
27 Dec 2019
•
12mins
Ranked #14
Step 1: Why should I offer tax & financial planning advisory services? {Building a Tax & Financial Planning Advisory Business}
Step 1: Why should I offer tax & financial planning advisory services? {Building a Tax & Financial Planning Advisory Business}
Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS Category: Professional development CPAs and financial planni... Read more
19 Apr 2019
•
14mins
Ranked #15
Taxes and Financing Retirement Healthcare {PFP Section}
Taxes and Financing Retirement Healthcare {PFP Section}
Guest: Ted Sarenski, CPA/PFS In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retiremen... Read more
27 Sep 2019
•
19mins
Ranked #16
The proposed new life expectancy regulations for IRAs and qualified plans {PFP Section}
The proposed new life expectancy regulations for IRAs and qualified plans {PFP Section}
Guest: Robert Keebler, CPA/PFS After nearly 20 years since the current set of life expectancy tables were released by th... Read more
29 Nov 2019
•
14mins
Ranked #17
Step 2: How do I get started? {Building a Tax & Financial Planning Advisory Business}
Step 2: How do I get started? {Building a Tax & Financial Planning Advisory Business}
Guests: Ted Sarenski, CPA/PFS & fellow CPA/PFS panelists: Jean-Luc Bourdon, Ellen Bruno, Chris DeBlanc, Michael Good... Read more
19 Apr 2019
•
16mins
Ranked #18
SECURE Act: IRAs payable to conduit trusts {PFP Section}
SECURE Act: IRAs payable to conduit trusts {PFP Section}
Guest: Bob Keebler, CPA/PFS Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financ... Read more
24 Jan 2020
•
8mins
Ranked #19
Tax reform: When does real estate qualify for the 199A deduction {PFP Section}
Tax reform: When does real estate qualify for the 199A deduction {PFP Section}
Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regula... Read more
23 Jan 2019
•
12mins
Ranked #20
A cure for the SECURE Act: using CRTs {PFP Section}
A cure for the SECURE Act: using CRTs {PFP Section}
Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM Category: Technical In this episode, Bob Keebler, CPA/PFS discu... Read more
13 Sep 2019
•
14mins
