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PFP and tax advisory strategies
Topics include:
-
DC and profession news
-
Technical updates
-
Personal financial planning (PFP) strategies & tax advisory
-
Year-end PFP update
Speakers:
-
Erik Asgeirsson, President and CEO, CPA.com
-
Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
-
Dan Snyder, Director, Personal Finance Planning, AICPA
-
Adam Holt, CEO and Founder, Asset-Map
View all episodes
By AICPA & CIMA
4.8
1515 ratings
Topics include:
-
DC and profession news
-
Technical updates
-
Personal financial planning (PFP) strategies & tax advisory
-
Year-end PFP update
Speakers:
-
Erik Asgeirsson, President and CEO, CPA.com
-
Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
-
Dan Snyder, Director, Personal Finance Planning, AICPA
-
Adam Holt, CEO and Founder, Asset-Map
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