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CPA Conversations

  • Are You Compliant with the Fiduciary Rule?

    The U.S. Department of Labor released important changes to the fiduciary standard in 2016, and many financial professionals have already implemented these regulations into their practices. But what exactly are these changes, and when is compliance required? Phillip Long, JD, vice president of employee benefits legal services of BB&T Retirement and Institutional Services, addresses these issues and much more in this preview of his upcoming PICPA webinar, “Get Compliant with the Fiduciary Rule,” on Oct. 26, from 9 a.m. to 11 a.m.
  • Content Marketing, Effective Websites Bring Value for CPA Firms

    With so much competition in the CPA marketplace, firms can’t afford to allow their website – often the source of their first impression on potential clients – to be unfocused and inefficient. On this episode of CPA Conversations, Jay Baron, head of digital strategy for Madtown in the Dallas/Fort Worth area, discusses how effective content marketing and website design strategies can give a CPA firm a leg up on its peers.
Member Spotlight

Alan Schapire - Personal Financial Planning Committee Member

Alan Schapire

Alan Schapire, a member of PICPA’s Personal Financial Planning Committee, will co-present Adding Personal Financial Planning Services to Your Practice in Pittsburgh and Plymouth Meeting

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