Personal Financial Planning
Learn the rules so that you can educate and advise your clients on Social Security disability. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180614-disability-ss.html
Personal Financial Planning
Robert Keebler provides an overview of the section 199A qualified business income deduction. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180607-section199.html
Personal Financial Planning
Evan Carroll shares why you should embrace technology and connect with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180531-technology-part1.html
Personal Financial Planning
Robert Keebler and Scott Sprinkle discuss the latest strategies to address the impact of tax reform on all planning areas. From AICPA.org at...
Personal Financial Planning
Michael Kitces discussed all of the factors that actually determine whether a Roth decision will increase or decrease a client’s wealth. From AICPA.org at...
Personal Financial Planning
Lori Luck, Melissa Towell, Jim Sullivan, and David Stolz discuss how you can use your tax return to create a well-rounded comprehensive financial plan. From AICPA.org at...