Personal Financial Planning
Robert Keebler shares five estate planning ideas for 2018 influenced by the Tax Cuts and Jobs Act From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180210-estate-planning-ideas.html
Personal Financial Planning
Robert Keebler provides insight into the 20% tax deduction for qualified business income found in Internal Revenue Code 199A From AICPA.org at...
Personal Financial Planning
Robert Keebler provides insight into estate planning considerations and how to avoid low basis traps for your individual clients From AICPA.org at...
Personal Financial Planning
Ross Riskin share five tips to consider when advising your clients on planning for education. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180219-fin-aid-planning.html
Personal Financial Planning
Martin Shenkman discusses humanitarian crowdfunding and how it may impact your individual clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180213-crowdfunding.html
