ENG2132. How Successful Firms are Growing in a Virtual and Hybrid Environment
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2124. Improving Business Transition Outcomes of Financial Advisors and Their Clients
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
ENG2115. The Unexpected State Tax Consequences of Employees who Work from Home
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
ENG21K04. Adapt + Thrive
Standard: $49.00
PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One Investing
  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.
Standard: $49.00
ENG21TH. AICPA Town Hall
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2121. Navigating the Compensation Playing Field
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2118. RIA Firm of the Future
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2112. Estate Planning Issues in 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going?
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00