Personal Financial Planning
Presenter: Ryan Firth and Shehan Chandrasekera share valuable insights and planning considerations that you should be aware of. From AICPA.org at...
Personal Financial Planning
Steve Siegel will present on the many facets of the Tax Cut and Job Act of 2017. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181003-job-acts.html
Personal Financial Planning
Presenter: Robert Keebler. Learn the advanced Roth IRA planning techniques. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180928-ira-conversions.html
Personal Financial Planning
Bob Keebler and Jerry Schreiber discuss how to help your clients prepare when disaster strikes. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180924-disaster.html
Personal Financial Planning
Presenter: Robert Keeble. Learn the basics of Roth IRA.J91 From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180921-ira-basics.html
Personal Financial Planning
Lyle Benson, Tracy Stewart, and Deb Meyer discuss how to hyperspecialize in niche areas of planning & tax advisory services. From AICPA.org at...