Artwork

Indhold leveret af AICPA & CIMA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AICPA & CIMA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

PFP and tax advisory strategies

1:00:28
 
Del
 

Manage episode 384302236 series 2854245
Indhold leveret af AICPA & CIMA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AICPA & CIMA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

111 episoder

Artwork

PFP and tax advisory strategies

AICPA Town Hall

13 subscribers

published

iconDel
 
Manage episode 384302236 series 2854245
Indhold leveret af AICPA & CIMA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AICPA & CIMA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

111 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning