Financial Services and Advisories
AICPA – The American Institute of CPAs Latest News from The American Institute of CPAs
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Podcast: Lessons from the GE pension buyout: when employers change the terms of retirement plans
on November 1, 2019 at 8:38 pm
In light of General Electric’s pension buyout, Bob Keebler interviews Ed Slott regarding key factors and tax issues to consider for clients who are impacted. Lock status: open to all. […]
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Podcast: Integrating life planning and coaching within financial and wealth planning
on October 25, 2019 at 8:38 pm
Jimmy J. Williams will share his life plan solution and answer questions about life plan solutions, how to implement it in your clients engagements and much more! Lock status: open to all. […]
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Podcast: How to talk to your clients about estate planning & actionable ideas to get started
on October 18, 2019 at 8:38 pm
Lisa Featherngill will teach you that now is the perfect time to talk with your clients about their plan. […]
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Podcast: Futurism & your tax and financial planning business
on October 11, 2019 at 8:38 pm
Mackey McNeill interviews futurist, David Houle to get his perspective on futurism and the tax and financial planning business […]
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Podcast: Optimizing Incentive Stock Options
on October 4, 2019 at 8:38 pm
Nadine Lee shares strategies and cases related to optimizing incentive stock options. Lock status: open to all. […]