Industry News
Webcast: How to Serve Your Clients Year-Round with Financial and Tax Planning Strategies
Robert Keebler and Scott Sprinkle discuss the latest strategies to address the impact of tax reform on all planning areas. From AICPA.org at...
Webcast: To Roth or Not to Roth
Michael Kitces discussed all of the factors that actually determine whether a Roth decision will increase or decrease a client's wealth. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180523-roth.html
2018 Taxes: Start Your Money Plan Here
Lori Luck, Melissa Towell, Jim Sullivan, and David Stolz discuss how you can use your tax return to create a well-rounded comprehensive financial plan. From AICPA.org at...
Webcast: How Tax Reform Changes Planning for Individuals
Lyle Benson and Scott Sprinkle present on how the 2017 Tax Cuts and Jobs Act changes the landscape of planning for individuals, business owners, and estates, gifts and trusts. From AICPA.org at...
Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler recaps the first quarter of 2018 case law and private letter rulings. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180406-q1-newrule-401k.html
Podcast: Medicare and the Bipartisan Budget Act of 2018
Jim Sullivan discusses the Impact of Bipartisan Budget Act of 2018 on Medicare and beneficiaries. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180321-medicare.html
PFP Tax Reform Video Series
In this PFP tax reform video series Bob Keebler discusses Section 199A provisions, estate planning consideration, IRAs and much more! From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/pfp-tax-reform-video-series.html
Podcast: FAQs on Tax Reform
Lyle Benson and Steve Siegel conduct Interviews related to tax reform and the 2017 Tax Cuts and Jobs Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180223-taxreformqa.html
5 Estate Planning Ideas for 2018
Robert Keebler shares five estate planning ideas for 2018 influenced by the Tax Cuts and Jobs Act From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180210-estate-planning-ideas.html
An Overview of Section 199A
Robert Keebler provides insight into the 20% tax deduction for qualified business income found in Internal Revenue Code 199A From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180210-section-199a.html
Avoiding Low Basis Traps in Estate Planning
Robert Keebler provides insight into estate planning considerations and how to avoid low basis traps for your individual clients From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180210-low-basis.html
5 Tips to Help Your Clients with Financial Aid Planning
Ross Riskin share five tips to consider when advising your clients on planning for education. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180219-fin-aid-planning.html
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