Industry News
Webcast: Planning for the Section 199A Deduction for Pass Through Entities
Steve Siegel will address Section 199A and resolve some questions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181107-section199.html
Podcast: Business succession planning for your clients: an AICPA ENGAGE sneak peek
Lisa Featherngill interviews Nancy Amick and Amy Jucoski on the topic of business succession. Learn more at their session at AICPA ENGAGE. From AICPA.org at...
Podcast: 8 reasons why you need to offer elder care financial planning services to your clients
Jim Sullivan uses The Adviser’s Guide to Retirement and Elder Planning to discuss elder planning strategies From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190201-eldercare-financial-planning.html
Podcast: SECURE Act: Mathematics of estate planning for IRAs
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/20200131-secure-mathematics.html
Podcast: Best ideas panel: an AICPA ENGAGE sneak peek
Lyle Benson and Ted Sarenski share a sneak peek of the Best Ideas Panel, at the 2019 Advanced Personal Financial Planning Conference From AICPA.org at...
Podcast: Tax reform: Section 199A final regulations
The IRS released the final regulations on Section 199A – listen to Robert Keebler share the details. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190123-199a-regulation.html
Podcast: When does real estate qualify for the 199A deduction
The IRS released the final regulations on Section 199A – listen to Robert Keebler share details on the provisions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190123-199a-deduction.html
Podcast: You and your clients: an AICPA ENGAGE sneak peek
Michael Kitces interviews Mitch Anthony about how to effectively demonstrate your competence to your clients and much more. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190118-engage-sneak-peek.html
Webcast: Navigate Education Planning under Tax Reform
Ross Riskin covers relevant changes from the 2017 Tax Cuts and Jobs Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190116-education-planning.html
Podcast: Impact of Tax on Estate Planning
Lisa Featherngill discusses the impact of taxes on estate planning and answers several questions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190111-taxes-estate-planning.html
Webcast: Top Financial and Tax Planning Strategies for 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/20190109-top-financial.html
Podcast: 2018 looking back & looking forward
Brooke Salvini, Susan Tillery, and Matt Treskovich share what the PFP Division is doing for you and for the profession. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181228-yearend-highlights.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!
