Retirement Planning | Podcasts
Addressing Social Security Myths
Michael Finke, PhD, CFP®, and Martha Shedden, CRPC®, set the record straight on common misconceptions about Social Security and discuss how advisors should address it with clients.
February 12, 2026
February 12, 2026
Tax Planning | On-Demand Webcasts
Preview the Tax Planning Certified Professional® Program!
November 12, 2024
Tax Planning Representation Wealth Management | Podcasts
A Deep Dive Into Tax-Informed Planning
November 04, 2024
From The President About The College Tax Planning | Insights
Welcoming Our Newest Professor of Practice, Jeffrey Levine
October 14, 2024
Tax Planning About The College | Podcasts
Shares: The AICPA Engage Tax Planning Road Show
July 01, 2024
Tax Planning | On-Demand Webcasts
Standing Tall for Small Businesses: Planning in the Era of COVID-19
July 01, 2020