Industry News
Podcast: Growth Barriers: The Formula for Transformational Growth
Angie Herbers and Michael Goodman talk about what growth barrier look and feel like. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181026-growth-barriers.html
Select Sessions from Advanced PFP Conference at ENGAGE
Hear about why it’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/pfp-engage-videos.html
Webcast: Tax Reform and the Choice of the Business Entity
Presenter: Steve Siegel. Learn about relevant changes from the 2017 Tax Cuts and Jobs Act.. A comprehensive discussion of business entity choice under the Tax Cuts and Jobs Act (TCJA) of 2017. From AICPA.org at...
Tax Reform and Year-End Estate, Tax and Financial Planning in Plain English
Jeffrey Levine, CPA/PFS discusses strategies you should consider undertaking with the guidance of your most trusted advisor. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181019-plain-english.html
Podcast: Advanced planning strategies under Section 199A regulations
Robert Keebler gives an insight into advanced financial and tax planning opportunities under IRC Section 199A. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181019-planning-strategies.html
Webcast: What Advisers Should Know about Education Planning
Ross Riskin talked about relevant changes from the 2017 Tax Cuts and Jobs Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180918-education-planning.html
Webcast: Tax Reform: Year-End Financial and Tax Planning Strategies
Bob Keebler, CPA/PFS discusses year-end planning strategies to help you advise your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181016-tax-reform.html
Podcast: How You Can Use Artificial Intelligence and Robo Advising to Help Your Clients
In this podcast, expert Evan Carroll explains how to embrace artificial intelligence and take your client relationships to the next level. From AICPA.org at...
Webcast: An In-Depth Look at Optimal Rebalancing Strategies
Michael Kitces instructs on the conventional view of rebalancing. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180829-rebalancing-strategies.html
Planning & tax considerations when transacting in virtual currency
Presenter: Ryan Firth and Shehan Chandrasekera share valuable insights and planning considerations that you should be aware of. From AICPA.org at...
Webcast: Estate, Gift, Trust and Charitable Planning after the Tax Cut
Steve Siegel will present on the many facets of the Tax Cut and Job Act of 2017. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20181003-job-acts.html
Podcast: Advanced Roth IRA Planning
Presenter: Robert Keebler. Learn the advanced Roth IRA planning techniques. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180928-ira-conversions.html
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