Personal Financial Planning
Learn how to help your clients align their documents to their wishes for their loved ones in this PFP Section podcast led by Steve Siegel. From AICPA.org at...
Personal Financial Planning
Ted Sarenski discusses why health savings accounts are one of the best retirement planning strategies in this PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Bob Keebler discusses how the outcome of the upcoming presidential election may impact planning with your clients in 2020 in this PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Jeff Levine reviewed the most common mistakes and oversights so you can help your clients avoid them and save money. From AICPA.org at...
Personal Financial Planning
Bob Keebler and Jonathan Blattmachr discuss the power of an intentionally defective grantor trust and whether a step up in basis is available at death. From AICPA.org at...
