Industry News
Podcast: Finding (and being) calm amid the chaos
Susan Tillery and Dave Stolz share how they are putting their clients first and reinforcing the value of the CPA financial planner. From AICPA.org at...
Podcast: Key takeaways from PFP Summit
Lyle Benson and Michael Goodman give you an inside look at AICPA PFP Summit From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200313-pfp-summit.html
Podcast: Helping clients in a volatile market
Robert Keebler and Lyle Benson discuss the current market and how to communicate with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200303-market-volatility.html
Succession Planning Podcast Series
In this series, Michael Goodman interviews David DeVoe and generation 1 (G1) members about succession planning for personal financial planners. From AICPA.org at...
Podcast: Mathematics of the SECURE Act In-Depth
Robert Keebler shares in-depth knowledge of the mathematics of the SECURE Act: From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200214-secure-act-mathematics.html
Podcast: SECURE Act: Estate administration for IRAs and qualified plan
Robert Keebler shares practical knowledge and solutions that will help you best serve your clients: From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200207-secure-iras-plan.html
Webcast: Top Financial and Tax Planning Ideas to Start the New Year
Bob Keebler will share strategies to consider with your individual clients that will help shape a successful year. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200128-new-year.html
Podcast: SECURE Act: IRAs payable to trusts
Bob Keebler shares practical knowledge and solutions that will help you best serve your clients From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200117-secure-iras.html
Podcast: SECURE Act: Eligible Beneficiary Exceptions
Bob Keebler shares practical knowledge and solutions that will help you best serve your clients: From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200110-secure.html
Webcast: A seismic shift in your clients’ tax and financial plans
Bob Keebler discusses the new spousal rollover trap and disclaimer planning, urgent protocols to avoid disasters in case of early 2020 deaths and much more! From AICPA.org at...
Podcast: Welcome home
Susan Tillery along with Dave Stolz share what they are most looking forward to in 2020 from the PFP Division. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200103-welcome.html
Podcast: Use it or lose it: IRS issues final regulations on clawbacks
Bob Keebler discusses practical knowledge that will help best serve your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191227-clawbacks.html
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!
