Panelists (Lyle Benson, Michael Goodman, Scott Sprinkle, Sue Stevens) discuss how their firms have changed as a result of COVID-19, and their best ideas for success in the new year.
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210121-best-planning-ideas.html