Personal Financial Planning
Bob Keebler and Chris Hesse discuss AICPA advocacy for the profession and some of the key provisions including payroll deductions, employee retention and more. From AICPA.org at...
Personal Financial Planning
Bob Keebler shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and more. From AICPA.org at...
Personal Financial Planning
Robert Keebler interviews Dave Stolz about ideas to consider with your clients to protect their portfolio during a volatile market. From AICPA.org at...
Personal Financial Planning
Robert Keebler shares ideas to consider with your clients during a volatile market. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200320-volatile-market.html
Personal Financial Planning
Susan Tillery and Dave Stolz share how they are putting their clients first and reinforcing the value of the CPA financial planner. From AICPA.org at...
