Personal Financial Planning
Ross Riskin talked about relevant changes from the 2017 Tax Cuts and Jobs Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180918-education-planning.html
Personal Financial Planning
Bob Keebler, CPA/PFS discusses year-end planning strategies to help you advise your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181016-tax-reform.html
Personal Financial Planning
In this podcast, expert Evan Carroll explains how to embrace artificial intelligence and take your client relationships to the next level. From AICPA.org at...
Personal Financial Planning
Michael Kitces instructs on the conventional view of rebalancing. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180829-rebalancing-strategies.html
Personal Financial Planning
Presenter: Ryan Firth and Shehan Chandrasekera share valuable insights and planning considerations that you should be aware of. From AICPA.org at...
