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The Bipartisan Budget Act of 2015 has changed the planning landscape for Social Security benefits. There now are fewer planning strategies to consider or employ, but significant planning is still required to assist clients in making a decision about claiming Social Security benefits.
Laurie A. Siebert, CPA, CFP, delves into her fall 2015 Pennsylvania CPA Journal Personal Financial Planning column.
Alan M. Schapire, CPA, PFS, CFP, discusses his fall 2015 Pennsylvania CPA Journal cover story.
Listen to Steve Blum discuss his Fall 2015 feature.
Listen to the fall 2015 Pennsylvania CPA Journal Practice Succession Planning column on internal succession.
The following are the appointments, elections, awards, designations, and company updates that occurred in fall of 2015. View recognitions >