Personal Financial Planning - Pinnacle Accounting Solutions - Page 4

Webcast: Large IRAs: Wealth Transfer Planning Strategies for Your Clients

Personal Financial Planning

Robert Keebler, CPA/PFS, explains everything you need to know about planning with large IRAs in 2021 and beyond. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210510-large-iras.html

Part 5: Important planning strategies in 2021: Roth conversions

Personal Financial Planning

Listen to Bob Keebler, CPA/PFS, discuss savvy planning techniques to be aware of as tax changes are looming. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210507-planning-strategies-p5.html

Social Security and Medicare: Maximizing Retirement Benefits

Personal Financial Planning

Ted Sarenski explains Medicare Advantage and Social Security in the context of helping your clients with their overall retirement planning. From AICPA.org at...

How the American Families Plan will impact your clients

Personal Financial Planning

Listen to Bob Keebler, CPA/PFS, discuss the significant changes that may be coming soon to taxes. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210504-american-family-plan.html

Part 4: Important planning strategies in 2021: Itemized deductions

Personal Financial Planning

Listen to Bob Keebler, CPA/PFS, discuss the impact of proposed changes to itemized deductions and retirement benefits From AICPA.org at...

Important development with SECURE Act post-mortem distributions

Personal Financial Planning

Bob Keebler, CPA/PFS, gets you up to speed with SECURE Act planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210423-secure-act-post-mortem.html

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