Personal Financial Planning
Lori Luck, Melissa Towell, Jim Sullivan, and David Stolz discuss how you can use your tax return to create a well-rounded comprehensive financial plan. From AICPA.org at...
Personal Financial Planning
Lyle Benson and Scott Sprinkle present on how the 2017 Tax Cuts and Jobs Act changes the landscape of planning for individuals, business owners, and estates, gifts and trusts. From AICPA.org at...
Personal Financial Planning
Robert Keebler recaps the first quarter of 2018 case law and private letter rulings. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180406-q1-newrule-401k.html
Personal Financial Planning
Jim Sullivan discusses the Impact of Bipartisan Budget Act of 2018 on Medicare and beneficiaries. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180321-medicare.html
