Industry News

Oscar Vives Ortiz, CPA/PFS discusses the impact of taxes on retirement planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181221-taxes-retirement.html

Larry Swedroe and Kevin Grogan discuss how to use the science of investing to create efficient portfolios. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181214-efficient-portfolio.html

In this webcast, Steve Siegel will cover the new rules and planning strategies to consider with clients when navigating a divorce situation. From AICPA.org at...

Matthew Rosenberg and Ethan Corman discuss how you can use your investment portfolio to create tax planning opportunities. From AICPA.org at...

Tracy Stewart discusses the impact of the Tax Cuts and Jobs Act on divorces and strategies you should consider From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/2018207-tax-reform-divorce.html

Help your clients navigate utilizing IRAs in estate planning From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/resources/estateplanning/bk-podcast-series-estate-planning-for-iras.html

In this series, you will learn strategies to optimize retirement distribution planning for your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/bk-video-retirement-draw-down-strategies.html

Robert Keebler provides insights into financial and tax planning opportunities, including Section 199A. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181114-income-deduction.html

Robert Keebler provides insights into financial and tax planning opportunities including “opportunity zones”. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181113-opp-zones.html

Robert Keebler provides insights into financial and tax planning opportunities. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181112-year-end-planning.html

Learn how to reflect on the inner qualifies and skills to help you be fully engaged in your professional (and personal) life. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181109-true-ldrshp.html

Marie Swift and Lyle Benson discuss Insights into some practical exercises to help you go beyond your competency and build trust with your clients. From AICPA.org at...