Personal Financial Planning
Robert Keebler shares practical knowledge and solutions that will help you best serve your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200131-secure-mathematics.html
Personal Financial Planning
Lyle Benson and Ted Sarenski share a sneak peek of the Best Ideas Panel, at the 2019 Advanced Personal Financial Planning Conference From AICPA.org at...
Personal Financial Planning
The IRS released the final regulations on Section 199A – listen to Robert Keebler share the details. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190123-199a-regulation.html
Personal Financial Planning
The IRS released the final regulations on Section 199A – listen to Robert Keebler share details on the provisions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190123-199a-deduction.html
Personal Financial Planning
Michael Kitces interviews Mitch Anthony about how to effectively demonstrate your competence to your clients and much more. From AICPA.org at...
Personal Financial Planning
Ross Riskin covers relevant changes from the 2017 Tax Cuts and Jobs Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190116-education-planning.html