Personal Financial Planning
Ted Sarenski discusses why health savings accounts are one of the best retirement planning strategies in this PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Bob Keebler discusses how the outcome of the upcoming presidential election may impact planning with your clients in 2020 in this PFP Section podcast. From AICPA.org at...
Personal Financial Planning
Jeff Levine reviewed the most common mistakes and oversights so you can help your clients avoid them and save money. From AICPA.org at...
Personal Financial Planning
Bob Keebler and Jonathan Blattmachr discuss the power of an intentionally defective grantor trust and whether a step up in basis is available at death. From AICPA.org at...
Personal Financial Planning
Bob Keebler walks you through the estate planning strategies that will benefit your clients in the current environment. From AICPA.org at...
Personal Financial Planning
Lyle Benson & Susan Bradley discuss how to skillfully work with clients during major life events. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200724-life-after-pandemic.html