Industry News

Michael Goodman chats with Kate Healy about her session at PFP Summit on understating diverse client behavior and communication preferences. From AICPA.org at...

Lyle Benson chats with Jody Jacobson about cultivating mindfulness in your practice; a session at PFP Summit. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191206-summit-sneak-peek.html

Bob Keebler will discuss practical knowledge around the newly released proposed life expectancy regulations for IRAs and qualified plans that will help best serve your clients. From AICPA.org at...

Ryan Firth and Shehan Chandrasekera will discuss what you need to know about the recent IRS revenue ruling on virtual currencies. From AICPA.org at...

Significant tax law changes are still hot topics; allow Bob Keebler to discuss year end planning strategies. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191108-financial-planning-strategies.html

Bob Keebler discusses year-end planning strategies to help you advise your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191101-year-end-planning.html

In light of General Electric’s pension buyout, Bob Keebler interviews Ed Slott regarding key factors and tax issues to consider for clients who are impacted. Lock status: open to all. From AICPA.org at...

Jimmy J. Williams will share his life plan solution and answer questions about life plan solutions, how to implement it in your clients engagements and much more! Lock status: open to all. From AICPA.org at...

Lisa Featherngill will teach you that now is the perfect time to talk with your clients about their plan. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191018-actionable-ideas.html

Mackey McNeill interviews futurist, David Houle to get his perspective on futurism and the tax and financial planning business From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191011-futurism.html

Nadine Lee shares strategies and cases related to optimizing incentive stock options. Lock status: open to all. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191004-stock-options.html

Ted Sarenski discusses the impact of taxes on financing retirement healthcare. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190927-healthcare-financing.html