Personal Financial Planning
Bob Keebler discusses the new spousal rollover trap and disclaimer planning, urgent protocols to avoid disasters in case of early 2020 deaths and much more! From AICPA.org at...
Personal Financial Planning
Susan Tillery along with Dave Stolz share what they are most looking forward to in 2020 from the PFP Division. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200103-welcome.html
Personal Financial Planning
Bob Keebler discusses practical knowledge that will help best serve your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191227-clawbacks.html
Personal Financial Planning
Michael Goodman chats with Kate Healy about her session at PFP Summit on understating diverse client behavior and communication preferences. From AICPA.org at...
Personal Financial Planning
Lyle Benson chats with Jody Jacobson about cultivating mindfulness in your practice; a session at PFP Summit. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191206-summit-sneak-peek.html
Personal Financial Planning
Bob Keebler will discuss practical knowledge around the newly released proposed life expectancy regulations for IRAs and qualified plans that will help best serve your clients. From AICPA.org at...