Personal Financial Planning
Listen to Bob Keebler, CPA/PFS, discuss the impact of proposed changes to itemized deductions and retirement benefits From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, gets you up to speed with SECURE Act planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210423-secure-act-post-mortem.html
Personal Financial Planning
Bob Keebler, CPA/PFS, helps you to be proactive with your clients to be ready if we have an increase in capital gains rates. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, gets you up to speed on the latest estate planning proposals coming out of Congress. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210409-step-2021.html
Personal Financial Planning
Bob Keebler, CPA/PFS, gets you up to speed on major changes that could be on the way for estate, gift, and trust planning. From AICPA.org at...
