61 min listen
PFP and tax advisory strategies
FromAICPA Town Hall
ratings:
Length:
60 minutes
Released:
Nov 16, 2023
Format:
Podcast episode
Description
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
Released:
Nov 16, 2023
Format:
Podcast episode
Titles in the series (100)
AICPA Town Hall Series - September 3, 2020: with Dixie McCurley and Carl Peterson by AICPA Town Hall