Financial Services and Advisories
AICPA – The American Institute of CPAs Latest News from The American Institute of CPAs
-
Podcast: Coronavirus Aid Relief and Economic Security (CARES) Act
on March 27, 2020 at 8:49 pm
Bob Keebler and Chris Hesse discuss AICPA advocacy for the profession and some of the key provisions including payroll deductions, employee retention and more. […]
-
Podcast: Tax planning for recent decedents amid COVID-19
on March 27, 2020 at 6:02 pm
Bob Keebler shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and more. […]
-
Podcast: How to bullet proof your investment portfolio
on March 23, 2020 at 6:02 pm
Robert Keebler interviews Dave Stolz about ideas to consider with your clients to protect their portfolio during a volatile market. […]
-
Podcast: Planning opportunities in a volatile market
on March 20, 2020 at 6:02 pm
Robert Keebler shares ideas to consider with your clients during a volatile market. […]
-
Podcast: Finding (and being) calm amid the chaos
on March 19, 2020 at 6:02 pm
Susan Tillery and Dave Stolz share how they are putting their clients first and reinforcing the value of the CPA financial planner. […]