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AICPA Personal Financial Planning (PFP) | Wave AI Podcast Notes

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AICPA Personal Financial Planning (PFP)

Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.

20 episodes

Episodes

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Jeff Levine on the Planning Tug-of-War: Income vs. Estate

00:26:4612/12/2025

Carl Richards on Precision and Purpose

00:30:2612/1/2025

Smart Planning with AI: Real-World Strategies with Chris Benson

00:22:2111/14/2025

How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams

00:24:3210/31/2025

Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler

00:22:5210/17/2025

Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy

00:25:4010/3/2025

Building Financial Capability Across Generations

00:28:069/19/2025

The Exit Blueprint: Strategies to Maximize Value and Minimize Risk

00:30:509/5/2025

Estate Planning & Portability {PFP Section}

00:00:002/7/2025

Advancing CPA Financial Planning: Insights from Leaders Brooke Salvini and Oscar Vives {PFP Section}

00:00:001/29/2025

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