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PFP and tax advisory strategies

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Manage episode 384302236 series 2854245
Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

105 episodes

Artwork

PFP and tax advisory strategies

AICPA Town Hall

13 subscribers

published

iconShare
 
Manage episode 384302236 series 2854245
Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

105 episodes

All episodes

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