Personal Financial Planning
Bob Keebler, CPA/PFS, helps you to be proactive with your clients to be ready if we have an increase in capital gains rates. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, gets you up to speed on the latest estate planning proposals coming out of Congress. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210409-step-2021.html
Personal Financial Planning
Bob Keebler, CPA/PFS, gets you up to speed on major changes that could be on the way for estate, gift, and trust planning. From AICPA.org at...
Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you the best way to communicate when it comes to investments ideal clients want to delegate. From AICPA.org at...
Personal Financial Planning
Dr. Eric Bean will share how to make life a little bit easier in times of intense stress. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210319-leading-effectively.html
Personal Financial Planning
Dr. McClanahan provides an update of how COVID has affected the delivery of financial planning services, emergency planning, insurance and estate planning. From AICPA.org at...
