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Happy New Year! Looking Ahead to 2021 {PFP Section}

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Manage episode 281328848 series 2293825
Contenuto fornito da AICPA. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da AICPA o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS

Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Listen to learn about:

  • What they have done to keep their businesses thriving in the current environment
  • How they have created a good experience for their clients in the COVID environment
  • What the PFP Division is focused on for you in 2021
  • Resources to help you help your clients

Access resources related to this podcast:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episodi

Artwork
iconCondividi
 

Serie archiviate ("Feed non attivo" status)

When? This feed was archived on November 04, 2022 19:01 (1+ y ago). Last successful fetch was on September 23, 2022 04:48 (1+ y ago)

Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 281328848 series 2293825
Contenuto fornito da AICPA. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da AICPA o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS

Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Listen to learn about:

  • What they have done to keep their businesses thriving in the current environment
  • How they have created a good experience for their clients in the COVID environment
  • What the PFP Division is focused on for you in 2021
  • Resources to help you help your clients

Access resources related to this podcast:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episodi

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