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Tax and IRS debrief, plus personal financial planning strategies

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Manage episode 356927196 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 

  • DC and profession developments

  • Technical updates

  • Tax and IRS debrief

  • Personal financial planning strategies

Speakers 

  • Erik Asgeirsson, President and CEO, CPA.com  

  • Lisa Simpson, VP, Firm Services, AICPA 

  • Edward Karl, VP, Taxation, AICPA

  • Dan Snyder, Director, Personal Financial Planning, AICPA

  • Tom Hood, EVP, Business Growth and Engagement, AICPA

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 356927196 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 

  • DC and profession developments

  • Technical updates

  • Tax and IRS debrief

  • Personal financial planning strategies

Speakers 

  • Erik Asgeirsson, President and CEO, CPA.com  

  • Lisa Simpson, VP, Firm Services, AICPA 

  • Edward Karl, VP, Taxation, AICPA

  • Dan Snyder, Director, Personal Financial Planning, AICPA

  • Tom Hood, EVP, Business Growth and Engagement, AICPA

  continue reading

105 episodes

All episodes

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