Personal Financial Planning
Steve Siegel, J.D., LL.M., covers the ins and outs of three powerful planning vehicles from QCDs to CRTs and CLTs. From AICPA.org at...
Personal Financial Planning
Estate and finance expert, Steve Siegel, walks you through the giving techniques widely available to taxpayers. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210219-charitable-donation.html
Personal Financial Planning
Bob Keebler, CPA/PFS, explains the benefits of Roth conversions in the current environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210216-roth-conversion.html
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you how to make the financial planning engagement fun for your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210205-retirement-part3.html
