Industry News
Podcast: When your client is facing disaster losses
Bob Keebler and Jerry Schreiber discuss how to help your clients prepare when disaster strikes. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180924-disaster.html
Podcast: Roth IRA Basics
Presenter: Robert Keeble. Learn the basics of Roth IRA.J91 From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180921-ira-basics.html
Podcast: Planning & Tax Advisory: Role of CPA as Hyper-Specialist
Lyle Benson, Tracy Stewart, and Deb Meyer discuss how to hyperspecialize in niche areas of planning & tax advisory services. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180914-hyper-specialist.html
Podcast: How technology enhances my relationships with clients.
Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued From AICPA.org at...
Podcast: How technology equips me to be efficient in my practice
Speaker: Deborah Meyer discusses how you can leverage technology to help clients achieve their financial goals. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180725-efficient-practice.html
Podcast: How technology allows us to serve our clients better
Speakers: Chris Benson, Jennifer Birchett, Debbie Meyer discuss how technology allows you to better serve your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180801-serve-clients.html
Podcast: How to serve as your clients’ primary point of contact in planning & tax advisory services
CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients From AICPA.org at...
Podcast: Advising your clients on cryptocurrency/bitcoin
Evan Carroll presents on bitcoin and other forms of cryptocurrency and considerations when advising your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180824-bitcoin.html
Podcast: Financial & Tax planning Strategies Under Section 199A Regulations
Insight into four tax and financial planning opportunities under the Section 199A proposed regulations are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180814-199tax-planning.html
Podcast: Overview of Section 199A regulations
Overview of the proposed regulations, including terms, computations, and other clarifying guidance. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180813-199regulations.html
Podcast: Planning and Tax Considerations for High Net Worth Individuals
Robert Keebler discusses strategies to consider for your high net worth clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180831-hnwi-exec-summary.html
Webcast: Optimizing Social Security Benefits for Your Clients
Ted Sarenski will discuss the ins and outs of the social security system. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180731-ss-benefits.html
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