Personal Financial Planning
Paula McMillan gives an overview of the environment during retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190222-enough-to-retire.html
Personal Financial Planning
Paula McMillan discusses the vision of a meaningful retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190222-state-of-retirement.html
Personal Financial Planning
Nadine Lee discusses executive compensation From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190215-executive-compensation.html
Personal Financial Planning
Steve Siegel will address Section 199A and resolve some questions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181107-section199.html
Personal Financial Planning
Lisa Featherngill interviews Nancy Amick and Amy Jucoski on the topic of business succession. Learn more at their session at AICPA ENGAGE. From AICPA.org at...
Personal Financial Planning
Jim Sullivan uses The Adviser’s Guide to Retirement and Elder Planning to discuss elder planning strategies From AICPA.org at...