Personal Financial Planning
This webcast, presented by Steve Siegel, planning concerns in light of political uncertainty and the impending sunset of the current law are discussed. From AICPA.org at...
Personal Financial Planning
Lyle Benson shares how, in times like these, the value you bring as a CPA financial planner is greater than ever; it begins with how you converse with clients. From AICPA.org at...
Personal Financial Planning
This webcast, presented by Jeff Levine, covers planning strategies and considerations related to estate, retirement, investments, insurance, and taxes in simple, easy to understand terms. From AICPA.org at...
Personal Financial Planning
Tune into tax and financial planning expert Bob Keebler as he shares planning ideas to support your clients before the year ends. From AICPA.org at...
Personal Financial Planning
Steve Siegel shares what the allowable deductions are in guidance released from the IRS. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201009-regulation-termination.html
Personal Financial Planning
Reina Schlager shares the signals to be on the lookout for so that you can support your clients with declining abilities. From AICPA.org at...