AICPA - The American Institute of CPAs Latest News from The American Institute of CPAs
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Podcast: Advanced Roth IRA Planning
on September 28, 2018 at 8:01 pm
Learn the advanced Roth IRA planning techniques. […]
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Podcast: Roth IRA Basics
on September 21, 2018 at 8:01 pm
Learn the basics of Roth IRA. […]
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Technology for a Planning & Tax Advisory Services Business Toolkit
on September 18, 2018 at 1:31 pm
Tools, resources and guidance on software solutions available to CPA financial planners delivering advice to individuals in the areas of tax, retirement, estate, risk management and investments. […]
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Podcast: Planning & Tax Advisory: Role of CPA as Hyper-Specialist
on September 14, 2018 at 8:56 pm
Discuss how to hyperspecialize in niche areas of planning & tax advisory services. […]
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Podcast: How technology enhances my relationships with clients.
on September 12, 2018 at 8:16 pm
Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued […]