PFP and tax advisory strategies

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