Industry News

The PFP team present ways to quickly access your PFP member benefits and how to maximize your value. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200703-pfp-benefits.html

Ross Riskin shares important education planning ideas to help you guide your clients who are paying for college. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200625-education-planning-covid.html

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly. From AICPA.org at...

Lyle Benson and Susan Bradley guide clients through each stage of a life transition. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200619-stages-life-transition.html

Erin Scheithe presents on how to protect your clients from coronavirus related scams. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200612-fraud-during-covid.html

Ted Sarenski shares social security strategies to help your clients gain comfort and clarity during the pandemic. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200605-ss-strategies.html

Jim Sullivan shares changes to Medicare as a result of our public health emergency. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200529-medicare-benefits.html

Bob Keebler shares the key CARES provisions to help your clients with retirement relief. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200522-retirement-relief.html

Lyle Benson shares top takeaways from his study group on deepening client relationships during the pandemic. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200519-client-relationships.html

Bob Keebler and Chris Hesse share how business owners can take advantage of NOL relief under the CARES Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200515-cares-act.html

Bob Keebler discussed key tax planning strategies to consider in the current environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200512-top-tax-planning.html

Bob Keebler and Ken DeGraw discuss ways to help CPA financial planners deal with their clients who are considering bankruptcy. From AICPA.org at...