Industry News
Boost Your Etiquette IQ
Lynne Brusco Moore provides ideas on how to share etiquette essentials focused on manners, tact, and leadership savvy for the 21st Century. From AICPA.org at...
Podcast: Three Ways to Help Your Clients Integrate Happiness into Financial Planning
David Stolz provides some tips and strategies to integrate happiness into your clients’ financial plans. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180705-integrate-happiness.html
Podcast: Social Security and Divorce
Ted Sarenski advises how to navigate the rules for claiming social security in a divorce situation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180706-ss-divorce.html
Podcast: Blockchain and Your Planning & Tax Advisory Practice
Evan Carroll will show you how blockchain works and what it means for your planning & tax advisory practice. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180703-blockchain.html
Engage: Top highlights from AICPA Advanced PFP Conference
Scott Sprinkle and Ted Sarenski provide top highlights from AICPA Advanced PFP Conferenced. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180614b-engage-highlights.html
Reimagining the Mentor/Mentee Experience
Michael Goodman and Ben Westerman, CPA/PFS instructs how to get the most out of the mentor/mentee relationship. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180626-mentor.html
Financial & Tax Planning Considerations for High Net Worth Individuals
Learn how to guide your high net worth individual clients through financial and tax planning opportunities. From AICPA.org at...
Financial & Tax Planning Considerations for High Net Worth Individuals
Learn how to guide your high net worth individual clients through financial and tax planning opportunities. From AICPA.org at...
Podcast: Leading you into the future of CPAs in planning & tax advisory services
Andrea Millar and Susan Tillery discuss how to lead the profession into the future with a focus on your client's needs. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180607-planning-tax-advisory.html
Podcast: Social Security and Disability Benefits
Learn the rules so that you can educate and advise your clients on Social Security disability. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180614-disability-ss.html
Section 199A: Planning Considerations for Business-Owner Clients
Robert Keebler provides an overview of the section 199A qualified business income deduction. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180607-section199.html
Podcast: Why you should embrace technology instead of fear it
Evan Carroll shares why you should embrace technology and connect with your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180531-technology-part1.html
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