Personal Financial Planning
Bob Keebler and Chris Hesse share how business owners can take advantage of NOL relief under the CARES Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200515-cares-act.html
Personal Financial Planning
Bob Keebler discussed key tax planning strategies to consider in the current environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200512-top-tax-planning.html
Personal Financial Planning
Bob Keebler and Ken DeGraw discuss ways to help CPA financial planners deal with their clients who are considering bankruptcy. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Mark Fichtenbaum about bond tax planning strategies to consider with your relevant clients during a volatile market with low interest rates. From AICPA.org at...
Personal Financial Planning
Martin Shenkman, Jonathan Blattmachr and Robert Keebler discuss the estate planning impacts and strategies coming out of the current environment. From AICPA.org at...
Personal Financial Planning
Bob Keebler shares the nuances to consider when making decisions on whether to advise clients to convert to a Roth. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200424-roth-not-roth.html