Industry News
Webcast: Post election year-end planning
Robert Keebler shares actionable planning ideas you can put into practice to help your clients before the year ends. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201110-post-election-ye-planning.html
Podcast: The state of the election and what it means for financial planning
Hear Robert Keebler share the potential outcomes for the pending races and how these may impact 2020 planning in this episode of the PFP Section podcast. From AICPA.org at...
Podcast: Best planning ideas to consider before 2020 ends
Hear Lyle Benson share a broad array of strategies being considered by top CPA financial planners in this episode of the PFP Section podcast From AICPA.org at...
Webcast: Planning for the 99% in today’s environment
This webcast, presented by Steve Siegel, planning concerns in light of political uncertainty and the impending sunset of the current law are discussed. From AICPA.org at...
Podcast: Meaningful conversations to have with clients and prospects now
Lyle Benson shares how, in times like these, the value you bring as a CPA financial planner is greater than ever; it begins with how you converse with clients. From AICPA.org at...
Webcast: Year-end Planning
This webcast, presented by Jeff Levine, covers planning strategies and considerations related to estate, retirement, investments, insurance, and taxes in simple, easy to understand terms. From AICPA.org at...
Podcast: 2020 year-end planning opportunities and election implications
Tune into tax and financial planning expert Bob Keebler as he shares planning ideas to support your clients before the year ends. From AICPA.org at...
Podcast: Final regs on the termination of a trust or estate
Steve Siegel shares what the allowable deductions are in guidance released from the IRS. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201009-regulation-termination.html
Podcast: Guiding clients with diminishing mental capacity – Part 1
Reina Schlager shares the signals to be on the lookout for so that you can support your clients with declining abilities. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20201002-mental-capacity-p1.html
Podcast: 2020’s highest rated software for financial planners
Joel Bruckenstein shares what advisors ranked as the most satisfying technology solutions in this annual analysis. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200925-software-financial-planner.html
Webcast: Business Succession Planning: Now’s the Time
This webcast, presented by Steve Siegel, covers various issues and alternatives that arise with respect to succession planning for the owners of privately held businesses. From AICPA.org at...
Podcast: How to have transformative conversations
Discover tips for deepening the dialogue you have with your clients and the significant impact this can have on their lives in this PFP Section podcast presented by Jean-Luc Bourdon, CPA/PFS, CFP® From AICPA.org at...
Let's Start Something new
Say Hello!
We are a full life-cycle accounting firm: Consulting, Bookkeeping, Financial Strategy, Compliance Services, Tax Efficiency and Resolution are core strategic services; but we do so much more!
Our mission is to understand every client’s needs and determine how we can significantly improve your financial life and grow your business. We always go above and beyond to continually identify areas of potential growth and make the appropriate recommendations accordingly. We consider it a privilege to help hard working individuals and businesses plan towards the uncertainties of the future.
Start today by leaving us a message and a representative from Pinnacle Accounting Solutions will get back to you within 24 - 48 hours. You may also call us at (571) 771-3721 for a quicker response!
