Personal Financial Planning
Stewart Frank and J. Ben Vernazza shared the risks of uncompensated risk in investment portfolios so that you can best serve your financial planning clients. From AICPA.org at...
Personal Financial Planning
Three proposals which impact those delivering investment advice are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/sec-reg-best-interest-rule.html
Personal Financial Planning
Bob Keebler shares what risk tolerance is and what you’re trying to measure so that you can best serve your financial planning clients From AICPA.org at...
Personal Financial Planning
Bob Keebler and Scott Sprinkle will share planning and tax strategies to consider with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190513w-tax-planning-needs.html
Personal Financial Planning
Impact of taxes on investment planning is discussed by Matt Rosenberg. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190510p-taxes-investment-planning.html
Personal Financial Planning
Lyle Benson will share how to prepare your tax practice to be future ready. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190430w-future-ready.html