Industry News
Podcast: Guiding your clients who are financial caregivers
Lisa Schifferle can help you can help your clients navigate the duties of financial caregiving. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210528-financial-caregiver.html
Podcast: The new approach to retirement planning: part 6
Mackey McNeill, CPA/PFS, will show you tweaks you may want to make to your retirement approach. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210521-retirement-part6.html
Podcast: The new approach to retirement planning: part 5
Mackey McNeill, CPA/PFS, will show you how she structures her review meetings for the best client experience. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210514-retirement-part5.html
Webcast: Large IRAs: Wealth Transfer Planning Strategies for Your Clients
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
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
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
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
Listen to Bob Keebler, CPA/PFS, discuss the impact of proposed changes to itemized deductions and retirement benefits From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210430-planning-strategies-p4.html
Important development with SECURE Act post-mortem distributions
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
Podcast: Part 3: Important planning strategies in 2021: Capital gains
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...
Sensible Taxation and Equity Promotion Act (STEP) of 2021
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
Podcast: What you need to know about the “For the 99.5% Act
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 https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210402-for-the-995-act.html
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