Industry News

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...

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

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...

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

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

Lyle Benson, CPA/PFS, recaps learning about firm culture from a recent gathering of financial planning professionals. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210305-serving-clients.html

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 https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210212-planning-strategies-p1.html

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

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

Mackey McNeill, CPA/PFS, will show you how to make the financial planning engagement fun for your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210205-retirement-part3.html

Brooke Salvini, CPA/PFS and AJ Fudge, JD discuss the important financial planning steps for the best care of your pets. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210129-pet-planning.html

Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M - digital currency experts prepare you to respond to client questions as you meet with them to discuss their taxes. From AICPA.org at...