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CPA Conversations

  • Addressing What’s Most Critical for Clients in Retirement

    “Do I have enough money?” This common question posed by many clients as they approach retirement probably does not shock you. Of course, the answer largely depends on each client’s investment portfolio and savings. Still, CPAs can help assuage their clients’ fears by asking them the right questions. Larry Portnoff, a PICPA member who runs AI Advisor, explains how CPAs should think about their clients’ needs for retirement.
  • Is the CGMA the Key to Opening Doors in Business & Industry?

    Much has been made of the importance of acquiring the CPA designation – and rightfully so. But there is another credential that can mean wonders for CPAs in business and industry: the CGMA. On this edition of CPA Conversations, we talk to Jeffrey Mitch, CPA, CGMA, about the value of the credential, why people who question its importance are wrong, and the process for attaining the designation.
Member Spotlight

Jay A. Cooper - Greater Philadelphia Chapter Member and PICPA Cares Participant

Jay Cooper

Jay A. Cooper, Greater Philadelphia Chapter, helped mobilize volunteers for several events, including the Crohn’s & Colitis Foundation 5k and Operation Brotherly Love for PICPA Cares.

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