Personal Financial Planning
Bob Keebler, CPA/PFS, shares all the details you need on the latest government pandemic aid. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210315-american-rescue-plan.html
Personal Financial Planning
Bob Keebler, CPA/PFS, shares what you need to be on the lookout for with potential changes to the estate tax. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210312-planning-strategies.html
Personal Financial Planning
Lyle Benson, CPA/PFS, recaps learning about firm culture from a recent gathering of financial planning professionals. From AICPA.org at...
Personal Financial Planning
Steve Siegel, J.D., LL.M., covers the ins and outs of three powerful planning vehicles from QCDs to CRTs and CLTs. From AICPA.org at...
Personal Financial Planning
Estate and finance expert, Steve Siegel, walks you through the giving techniques widely available to taxpayers. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210219-charitable-donation.html
Personal Financial Planning
Bob Keebler, CPA/PFS, explains the benefits of Roth conversions in the current environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210216-roth-conversion.html
