PFP and tax advisory strategies

from AICPA Town Hall · host AICPA Town Halls

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

Episode metadata supplied by the publisher feed · Published Nov 16, 2023

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PFP and tax advisory strategies

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