CNBC Quotes AICPA Director and Committee Member in Tax Planning Story

October 29, 2018

Cari Weston, CPA, AICPA director of tax practice and ethics, and Dave Stolz, CPA/PFS, member of the PFS Credential Committee provided expert insight on year end tax tips for consumers. The article was featured in CNBC’s ‘Your Money, Your Future’ personal finance section (26 million monthly unique readers). In it, Cari and Dave share actionable tips, caution about changes to the law, and provide tax planning strategies for the final months of 2018 that Americans can consider to help best position themselves for when it’s time to file taxes in 2019.