Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you the best way to communicate when it comes to investments ideal clients want to delegate. From AICPA.org at...
Personal Financial Planning
Dr. Eric Bean will share how to make life a little bit easier in times of intense stress. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210319-leading-effectively.html
Personal Financial Planning
Dr. McClanahan provides an update of how COVID has affected the delivery of financial planning services, emergency planning, insurance and estate planning. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, shares all the details you need on the latest government pandemic aid. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210315-american-rescue-plan.html
Personal Financial Planning
Bob Keebler, CPA/PFS, shares what you need to be on the lookout for with potential changes to the estate tax. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210312-planning-strategies.html
