Personal Financial Planning
Martin Shenkman, Jonathan Blattmachr and Robert Keebler discuss the estate planning impacts and strategies coming out of the current environment. From AICPA.org at...
Personal Financial Planning
Bob Keebler shares the nuances to consider when making decisions on whether to advise clients to convert to a Roth. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200424-roth-not-roth.html
Personal Financial Planning
Martin Shenkman, Susan Bruno and Lisa Featherngill offer CPAs practical and actionable guidance in a wide range of personal financial planning areas. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Ed Slott about the impact of the CARES Act on RMDs. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200417-rmd-under-cares.html
Personal Financial Planning
Martin Shenkman shares insights on how to provide the same high level of service with your clients’ best interest in mind during these unprecedented and uncertain times. From AICPA.org at...
