Personal Financial Planning
Brooke Salvini, Susan Tillery, and Matt Treskovich share what the PFP Division is doing for you and for the profession. From AICPA.org at...
Personal Financial Planning
Oscar Vives Ortiz, CPA/PFS discusses the impact of taxes on retirement planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181221-taxes-retirement.html
Personal Financial Planning
Larry Swedroe and Kevin Grogan discuss how to use the science of investing to create efficient portfolios. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181214-efficient-portfolio.html
Personal Financial Planning
In this webcast, Steve Siegel will cover the new rules and planning strategies to consider with clients when navigating a divorce situation. From AICPA.org at...
Personal Financial Planning
Matthew Rosenberg and Ethan Corman discuss how you can use your investment portfolio to create tax planning opportunities. From AICPA.org at...
