Industry News
Podcast: Creating a cohesive online presence (part 2)
Erica Gellerman will help you differentiate your CPA financial planning practice. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190705-cohesive-part2.html
Financial Planning and Tax Advisory Podcast Series
A panel of practitioners discuss the steps necessary to create a successful financial planning and tax advisory business. From AICPA.org at...
Podcast: How the Kaestner decision may impact your clients
Bob Keebler interviews Anna Moody and David O’Neill about the Kestner decision From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190625p-kaestner.html
Webcast: The Dangers of Ignoring a Portfolios Uncompensated Risk
Stewart Frank and J. Ben Vernazza shared the risks of uncompensated risk in investment portfolios so that you can best serve your financial planning clients. From AICPA.org at...
SEC Regulation Best Interest Rule
Three proposals which impact those delivering investment advice are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/sec-reg-best-interest-rule.html
Webcast: Rethinking Risk Tolerance for Retiring
Bob Keebler shares what risk tolerance is and what you’re trying to measure so that you can best serve your financial planning clients From AICPA.org at...
Webcast: Addressing your clients’ tax and planning needs after tax season
Bob Keebler and Scott Sprinkle will share planning and tax strategies to consider with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190513w-tax-planning-needs.html
Podcast: Taxes and Investment Planning
Impact of taxes on investment planning is discussed by Matt Rosenberg. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190510p-taxes-investment-planning.html
Webcast: Is your tax practice future-ready?
Lyle Benson will share how to prepare your tax practice to be future ready. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190430w-future-ready.html
Podcast: Is estate tax reform on the horizon?
Bob Keebler interviews Jonathan Blattmachr and Professor Mitchells Gan to discuss Sen. Bernie Sanders legislative introduction on April 4th. From AICPA.org at...
Podcast: Is that insurance policy appropriate for your client? An AICPA ENGAGE sneak peek
Susan Bruno and Barry Flagg discuss one of the panel sessions at AICPA ENGAGE. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190412p-insurance.html
Podcast: Your business as a retirement asset
David Grau is interviewed by Michael Goodman in which they discuss the ABCs of succession planning and much more. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190405p-retirement-asset.html
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