Fique off-line com o app Player FM !
PFP and tax advisory strategies
Manage episode 384302236 series 2854245
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
115 episódios
Manage episode 384302236 series 2854245
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
115 episódios
Todos los episodios
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.