Personal Financial Planning
Martin Shenkman, Susan Bruno and Lisa Featherngill offer CPAs practical and actionable guidance in a wide range of personal financial planning areas. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Ed Slott about the impact of the CARES Act on RMDs. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200417-rmd-under-cares.html
Personal Financial Planning
Martin Shenkman shares insights on how to provide the same high level of service with your clients’ best interest in mind during these unprecedented and uncertain times. From AICPA.org at...
Personal Financial Planning
Martin Shenkman shares steps you can take with your clients to make sure they are protected from financial aspects of the CARES Act and other financial legislation. Lock status: open to all. From AICPA.org at...
Personal Financial Planning
A panel of financial planners share their perspectives on how to bring calm amid the chaos. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200401-calm-amid-chaos.html
Personal Financial Planning
Bob Keebler and Chris Hesse discuss AICPA advocacy for the profession and some of the key provisions including payroll deductions, employee retention and more. From AICPA.org at...