Tax Planning Retirement Planning | Insights
Ambassadors Talk Tax Planning at FinServe Summit
Ambassadors from The College’s FinServe Network sat down with Sophia Duffy, JD, CPA, AEP® to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax Planning Certified Professional™ (TPCP™) designation.
November 14, 2024
November 14, 2024
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