Personal Financial Planning
Scott Sprinkle and Ted Sarenski provide top highlights from AICPA Advanced PFP Conferenced. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180614b-engage-highlights.html
Personal Financial Planning
Michael Goodman and Ben Westerman, CPA/PFS instructs how to get the most out of the mentor/mentee relationship. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180626-mentor.html
Personal Financial Planning
Learn how to guide your high net worth individual clients through financial and tax planning opportunities. From AICPA.org at...
Personal Financial Planning
Learn how to guide your high net worth individual clients through financial and tax planning opportunities. From AICPA.org at...
Personal Financial Planning
Andrea Millar and Susan Tillery discuss how to lead the profession into the future with a focus on your client’s needs. From AICPA.org at...
