Personal Financial Planning
Susan Tillery, CPA/PFS and David Stolz, CPA/PFS, chairs of the PFP Division reflect on 2020 and share what they’re focused on for 2021. From AICPA.org at...
Personal Financial Planning
Mackey McNeill, CPA/PFS set the stage for a long-lasting relationship with new clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201225-retirement-part2.html
Personal Financial Planning
Reina Schlager, CPA/PFS set the stage for a long-lasting relationship with new clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201218-mental-capacity-part2.html
Personal Financial Planning
Bob Keebler and David Slenn discuss considering micro-captive insurance if you have business owner clients or prospective clients. From AICPA.org at...
Personal Financial Planning
Steve Siegel shares what should you be telling your clients about planning in the last month of 2020. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201201-last-minute-planning.html
Personal Financial Planning
Learn, from Robert Keebler, about a new wealth planning strategy that may be perfect for the current times in this episode of the PFP Section podcast. From AICPA.org at...
