Personal Financial Planning
Matthew Rosenberg and Ethan Corman discuss how you can use your investment portfolio to create tax planning opportunities. From AICPA.org at...
Personal Financial Planning
Tracy Stewart discusses the impact of the Tax Cuts and Jobs Act on divorces and strategies you should consider From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/2018207-tax-reform-divorce.html
Personal Financial Planning
Help your clients navigate utilizing IRAs in estate planning From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/resources/estateplanning/bk-podcast-series-estate-planning-for-iras.html
Personal Financial Planning
In this series, you will learn strategies to optimize retirement distribution planning for your clients. From AICPA.org at...
Personal Financial Planning
Robert Keebler provides insights into financial and tax planning opportunities, including Section 199A. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181114-income-deduction.html
Personal Financial Planning
Robert Keebler provides insights into financial and tax planning opportunities including “opportunity zones”. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181113-opp-zones.html