Personal Financial Planning
Jonathan Blattmachr, Bob Keebler, and Marty Shenkman shares details of the latest proposals coming out of Washington. From AICPA.org at...
Personal Financial Planning
Robert Keebler, CPA/PFS, explains President Biden’s recent tax proposal. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210608-getting-ahead.html
Personal Financial Planning
Brad Breeding provides tips to guide clients in their complex retirement living decisions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210604-retirement-housing.html
Personal Financial Planning
Lisa Schifferle can help you can help your clients navigate the duties of financial caregiving. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210528-financial-caregiver.html
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you tweaks you may want to make to your retirement approach. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210521-retirement-part6.html
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you how she structures her review meetings for the best client experience. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210514-retirement-part5.html
