Personal Financial Planning
Evan Carroll shares why you should embrace technology and connect with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180531-technology-part1.html
Personal Financial Planning
Robert Keebler and Scott Sprinkle discuss the latest strategies to address the impact of tax reform on all planning areas. From AICPA.org at...
Personal Financial Planning
Michael Kitces discussed all of the factors that actually determine whether a Roth decision will increase or decrease a client’s wealth. From AICPA.org at...
