Lisa Featherngill, CPA/PFS, Discusses Retiterment Planning on CNBCs Power Lunch
...Lisa R. Featherngill, CPA/PFS, chair of the AICPA’s PFS credential committee told viewers of CNBC’s Power Lunch how they can avoid the tax bite in their retirement portfolios. Lisa suggested what...
Published on April 01, 2010
Susan Bruno, CPA/PFS, on the New York Stock Exchange website advising people in their 20s to save
...Susan Bruno, CPA/PFS, advises people in their 20’s to get ahead on saving for retirement by investing in their companies 401(k) particularly if their employer matches their contribution. “You can...
Published on April 12, 2010
Karen Goodfriend, CPA/PFS on Roth IRA Conversions
Tapped by Reuters, Karen Goodfriend, CPA/PFS, and a member of the AICPA’s National CPA Financial Literacy Commission, tells readers what to think about when planning to convert a traditional IRA to a Roth IRA...
Published on November 29, 2010
Beth Gamel Receives AICPAs 2009 PFP Distinguished Service Award
The American Institute of Certified Public Accountants has named Beth C. Gamel, CPA/PFS, as the recipient of the 2009 Personal Financial Planning Distinguished Service Award
Published on January 25, 2010
AICPA Financial Literacy Expert Featured on Today Show Website
Kelley Long, a CPA/PFS and member of the AICPA National CPA Financial Literacy Commission, offers consumers advice on how to save money as a wedding guest including sharing a hotel room with other...
Published on May 19, 2014
Financial strategies to cover an early or unexpected retirement
Goodman, a CPA/PFS, offered advice to people who may have had retirement thrust upon them earlier than planned
Published on April 13, 2015
Gina Chironis, CPA/PFS, Provides Tax Tips for Teens Working Summer Jobs
Tax tips for teens with summer jobs.
Published on June 27, 2011
Dina Lee, CPA/PFS in the Associated Press
Dina Lee speaks to the Associated Press about junk bonds.
Published on August 02, 2010
Beth Gamel on 401(k) Choices
Beth Gamel speaks to CNBC on 401(k) tax implications
Published on November 03, 2010
Karen Goodfriend Receives AICPAs 2011 PFP Distinguished Service Award
The AICPA is pleased to announce Karen Goodfriend, CPA/PFS, of KK Wealth Advisors in Los Alto, Calif., as the recipient of the 2011 Personal Financial Planning Distinguished Service Award
Published on January 17, 2012