Personal Financial Planning
CPA turned marketer, Erica Gellerman, elaborates on cohesive online presence. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190315p-online-presence.html
Personal Financial Planning
Jim Sullivan, CPA/PFS tackles the complex topic of elder planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190213-elder-planning.html
Personal Financial Planning
Ryan Firth and Shehan Chandrasekera present on blockchain and cryptocurrency, two trending topics in the financial technology (“fintech”) space. From AICPA.org at...
Personal Financial Planning
Retainer fee model is discussed by CPAs and financial planners. Learn what it is and how you can best leverage this model to best serve your clients. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS interviews Ed Slott, CPA who covers the intersection of Section 199A qualified business income deduction and retirement plan benefits. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of tax season and Section 199A qualified business income deduction. From AICPA.org at...