Financial Services and Advisories
AICPA – The American Institute of CPAs Latest News from The American Institute of CPAs
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Podcast: A cure for the SECURE Act: using CRTs
on September 13, 2019 at 8:09 pm
In this podcast, Bob Keebler discusses the planning strategies related to the proposed SECURE Act. […]
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Podcast: Tax & investment planning in an ultra-low interest rate environment
on August 30, 2019 at 12:40 pm
Bob Keebler interviews Bob Gordon about the planning strategies in an ultra-low interest rate environment. […]
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Women & Wealth Podcast Series
on August 26, 2019 at 12:40 pm
In this series, Paula McMillan gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser. […]
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Podcast: Are we headed for recession or not?
on August 20, 2019 at 12:35 pm
Bob Keebler interviews Dr. LeClair about the recent market volatility. […]
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Podcast: Sustainable investing series
on July 19, 2019 at 8:30 pm
Samuel Adams discussed what is sustainable investing. […]