Industry News
Podcast: Bond Tax Planning in Today’s Environment
Bob Keebler interviews Mark Fichtenbaum about bond tax planning strategies to consider with your relevant clients during a volatile market with low interest rates. From AICPA.org at...
Webcast: Estate Planning Amid COVID-19
Martin Shenkman, Jonathan Blattmachr and Robert Keebler discuss the estate planning impacts and strategies coming out of the current environment. From AICPA.org at...
Podcast: To Roth or Not to Roth in the Current Environment
Bob Keebler shares the nuances to consider when making decisions on whether to advise clients to convert to a Roth. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200424-roth-not-roth.html
Webcast: Financial planning guidance for CPAs in the wake of COVID-19
Martin Shenkman, Susan Bruno and Lisa Featherngill offer CPAs practical and actionable guidance in a wide range of personal financial planning areas. From AICPA.org at...
Podcast: Required Minimum Distributions under the CARES Act
Bob Keebler interviews Ed Slott about the impact of the CARES Act on RMDs. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200417-rmd-under-cares.html
Podcast: Connecting with clients in the current environment
Martin Shenkman shares insights on how to provide the same high level of service with your clients’ best interest in mind during these unprecedented and uncertain times. From AICPA.org at...
Podcast: Important estate planning considerations amid COVID-19
Martin Shenkman shares steps you can take with your clients to make sure they are protected from financial aspects of the CARES Act and other financial legislation. Lock status: open to all. From AICPA.org at...
Webcast: Understanding Market Implications and Bringing Calm Amid Chaos
A panel of financial planners share their perspectives on how to bring calm amid the chaos. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200401-calm-amid-chaos.html
Podcast: Coronavirus Aid Relief and Economic Security (CARES) Act
Bob Keebler and Chris Hesse discuss AICPA advocacy for the profession and some of the key provisions including payroll deductions, employee retention and more. From AICPA.org at...
Podcast: Tax planning for recent decedents amid COVID-19
Bob Keebler shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and more. From AICPA.org at...
Podcast: How to bullet proof your investment portfolio
Robert Keebler interviews Dave Stolz about ideas to consider with your clients to protect their portfolio during a volatile market. From AICPA.org at...
Podcast: Planning opportunities in a volatile market
Robert Keebler shares ideas to consider with your clients during a volatile market. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200320-volatile-market.html
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