Industry News
Crowdfunding In-Depth: Meeting Humanitarian Needs with Planning Strategies
Martin Shenkman discusses humanitarian crowdfunding and how it may impact your individual clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180213-crowdfunding.html
The Future of Services to Individuals
Lyle Benson discusses key trends in the CPA profession, technology, and regulations and how to address changing demands of individual clients today in a way that positions you for success. From AICPA.org at...
Estimating the True Cost of Retirement
David Blanchett explores a framework to better understand how much retirement actually costs and a process for better estimating its true cost From AICPA.org at...
Webcast: Top Financial and Tax Planning Ideas to Start the New Year
Robert Keebler will show you how to demonstrate your value to clients by advising them on strategies that will help shape a successful year. From AICPA.org at...
Webcast: Social Security: A Woman’s Most Important Asset?
How social security benefits can protect women against inflation and long-term care expenses are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170816-social-security.html
Podcast: The Alternative 401(k) for Small Businesses
Deborah Fox discusses an alternative 401(k) for small employers to consider. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20171117-401k.html
Q3 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Recap of the third quarter of 2017 case law, private letter rulings and much more! From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20171020-q3-update.html
Webcast: Advising “Sandwich Generation” Clients on Balancing Support for Parents and Children
Discussion on both the technical and behavioral aspects of advising your clients of the sandwich generation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170830-sandwich-generation.html
Webcast: Working Effectively with Clients in Emotional Situations
Tools, techniques, and resources to help you work effectively with clients in emotional situations are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170816-emotional-clients.html
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