AICPA - The American Institute of CPAs Latest News from The American Institute of CPAs
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Podcast: Three Ways to Help Your Clients Integrate Happiness into Financial Planning
on July 9, 2018 at 8:48 pm
Learn some tips and strategies to integrate happiness into your clients’ financial plans. […]
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Podcast: Social Security and Divorce
on July 6, 2018 at 7:41 pm
Learn how to navigate the rules for claiming social security in a divorce situation. […]
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Engage: Top highlights from AICPA Advanced PFP Conference
on June 30, 2018 at 8:51 pm
Top highlights from AICPA Advanced PFP Conference are discussed. […]
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The Retiree’s Cost of Care Barometer
on June 29, 2018 at 4:00 am
A comprehensive planning tool designed to help you measure retiree health care costs and much more. […]
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Financial & Tax Planning Considerations for High Net Worth Individuals
on June 18, 2018 at 9:56 pm
Learn how to guide your high net worth individual clients through financial and tax planning opportunities. […]