AICPA - The American Institute of CPAs Latest News from The American Institute of CPAs
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SEC Regulation Best Interest Rule
on June 17, 2019 at 2:24 pm
Three proposals which impact those delivering investment advice are discussed. […]
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Financial Planning and Tax Advisory Podcast Series
on June 4, 2019 at 1:48 pm
A panel of practitioners discuss the steps necessary to create a successful financial planning and tax advisory business. […]
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Podcast: How would the Secure Act dramatically impact your individual clients?
on May 21, 2019 at 1:10 pm
Bob Keebler answers questions on the Secure Act and the impact on retirement planning. […]
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Podcast: Taxes and Investment Planning
on May 10, 2019 at 1:36 pm
Impact of taxes on investment planning is discussed by Matt Rosenberg. […]
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Podcast: Is estate tax reform on the horizon?
on April 12, 2019 at 1:50 pm
Bob Keebler interviews Jonathan Blattmachr and Professor Mitchells Gan to discuss Sen. Bernie Sanders legislative introduction on April 4th. […]