Personal Financial Planning
Julie Papievis and Jim Sullivan discuss how you can help your clients and their families as they face the challenges of dementia. From AICPA.org at...
Personal Financial Planning
Michael Kitces explores the evolution of safe withdrawal rate research, from its starting point almost 20 years ago. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, and Jonathan Blattmachr, explore ways to extend the life of IRAs and qualified plan assets. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200710-secure-10yr-rule.html
Personal Financial Planning
The PFP team present ways to quickly access your PFP member benefits and how to maximize your value. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200703-pfp-benefits.html
Personal Financial Planning
Ross Riskin shares important education planning ideas to help you guide your clients who are paying for college. From AICPA.org at...
Personal Financial Planning
Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly. From AICPA.org at...