Personal Financial Planning
Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued From AICPA.org at...
Personal Financial Planning
Speaker: Deborah Meyer discusses how you can leverage technology to help clients achieve their financial goals. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180725-efficient-practice.html
Personal Financial Planning
Speakers: Chris Benson, Jennifer Birchett, Debbie Meyer discuss how technology allows you to better serve your clients. From AICPA.org at...
Personal Financial Planning
CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients From AICPA.org at...
Personal Financial Planning
Evan Carroll presents on bitcoin and other forms of cryptocurrency and considerations when advising your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180824-bitcoin.html
Personal Financial Planning
Insight into four tax and financial planning opportunities under the Section 199A proposed regulations are discussed. From AICPA.org at...