Personal Financial Planning
Bob Keebler will discuss practical knowledge around the newly released proposed life expectancy regulations for IRAs and qualified plans that will help best serve your clients. From AICPA.org at...
Personal Financial Planning
Ryan Firth and Shehan Chandrasekera will discuss what you need to know about the recent IRS revenue ruling on virtual currencies. From AICPA.org at...
Personal Financial Planning
Significant tax law changes are still hot topics; allow Bob Keebler to discuss year end planning strategies. From AICPA.org at...
Personal Financial Planning
Bob Keebler discusses year-end planning strategies to help you advise your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191101-year-end-planning.html
Personal Financial Planning
In light of General Electric’s pension buyout, Bob Keebler interviews Ed Slott regarding key factors and tax issues to consider for clients who are impacted. Lock status: open to all. From AICPA.org at...
