Industry News
Podcast: Filing protective claims for refund
Bob Keebler interviews Professor Mitchells Gans on who should file a protective claim. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190403p-protective-claims.html
Podcast: Lessons from the 9th hole: what current retirees have to say
Paula McMillan, CPA/PFS shares the six factors paramount to a successful retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190329p-lessons-from-retirees.html
Podcast: Making conversations count: integrated financial planning
Paula McMillan, CPA/PFS shares how to make conversations count when it comes to library/personal financial planning. From AICPA.org at...
Podcast: Creating a cohesive online presence
CPA turned marketer, Erica Gellerman, elaborates on cohesive online presence. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190315p-online-presence.html
Webcast: How to Advise Your Clients on Elder Care
Jim Sullivan, CPA/PFS tackles the complex topic of elder planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190213-elder-planning.html
Webcast: Blockchain Technologies and Cryptocurrencies: What You Need to Know to Serve Your Clients
Ryan Firth and Shehan Chandrasekera present on blockchain and cryptocurrency, two trending topics in the financial technology ("fintech") space. From AICPA.org at...
Podcast: The 3 Rs of the retainer model
Retainer fee model is discussed by CPAs and financial planners. Learn what it is and how you can best leverage this model to best serve your clients. From AICPA.org at...
Podcast: Tax reform: Section 199A & retirement plan benefits
Bob Keebler, CPA/PFS interviews Ed Slott, CPA who covers the intersection of Section 199A qualified business income deduction and retirement plan benefits. From AICPA.org at...
Podcast: Tax reform: Section 199A & tax season
Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of tax season and Section 199A qualified business income deduction. From AICPA.org at...
Podcast: Will your clients have enough to retire?
Paula McMillan gives an overview of the environment during retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190222-enough-to-retire.html
Podcast: What is the national state of retirement
Paula McMillan discusses the vision of a meaningful retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190222-state-of-retirement.html
Podcast: ABCs of executive compensation
Nadine Lee discusses executive compensation From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190215-executive-compensation.html
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