Personal Financial Planning
Mackey McNeill, CPA/PFS, shares how she perfected her financial planning process to focus on people before numbers in this episode of the PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Learn, from Robert Keebler, about a new wealth planning strategy that may be perfect for the current times in this episode of the PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Discover, from Steve Siegel, the ins and outs of how to advise clients to establish domicile in a new state in this episode of the PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Hear Paul Lee and Robert Keebler share what you need to consider when timing income in this episode of the PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Robert Keebler shares actionable planning ideas you can put into practice to help your clients before the year ends. From AICPA.org at...
