NEW YORK--(BUSINESS WIRE)--Thinking more about your fantasy football strategy than your personal finance strategy? It’s year-end planning season—time to huddle up with your financial team to make sure you’re in good shape and won’t have a repeat of the financial injuries caused by last year’s tax law changes. On October 20, the Personal Financial Planning Section of the American Institute of CPAs (AICPA) and 360 Degrees of Financial Literacy will host a free webcast on year-end planning. An experienced panel of financial practitioners will provide consumers with practical advice and strategies for their own year-end planning. The webcast is free and open to the public.
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What: |
A small panel of CPA financial planners will provide practical strategies and tips for year-end planning in plain English. Panelists will explain: | ||
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• Impact of recent tax law changes to your estate, taxes, and overall financial plan |
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• Opportunities to look for with respect to retirement plans |
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• Tax savings strategies for an efficient investment portfolio |
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• Actionable strategies to undertake with the guidance of your CPA financial planner before December 31 |
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Who: |
CPA financial planners Susan Bruno, CPA/PFS and David Stolz, CPA/PFS | ||
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When: |
Monday, October 20, 2014, from 1-2 p.m. EDT |
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How: |
Reporters and the general public can register in advance for the free webinar. Reporters with questions can contact Kristin Vincenzo with AICPA Public Relations at 212-596-6138 or kvincenzo@aicpa.org. |
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About the AICPA
The American Institute of CPAs (AICPA) is the world’s largest member association representing the accounting profession, with more than 400,000 members in 145 countries, and a history of serving the public interest since 1877. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants (CIMA), it has established the Chartered Global Management Accountant (CGMA) designation which sets a new standard for global recognition of management accounting.
The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ. Media representatives are invited to visit the AICPA Press Center at aicpa.org/press.
