August 7, 2020

8 VIP Tips on Retirement, Tax & Financial Planning Today

By Michael S. Fischer | August 07, 2020 at 12:03 PM

Originally posted here.

The American Institute of CPAs and Chartered Institute of Management Accountants just wrapped up its Engage 2020 online event, which featured a track focused on advanced personal financial planning.

At the virtual conference, speakers discussed their thoughts on the future of financial planning, as well as best practices and innovative strategies emerging from recent legislation.

The AICPA noted in a statement that conversations around the future of financial planning would continue on once a month from Aug. 17 through December at Engage+.

See the gallery for comments by eight experts in the Advanced PFP track.