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Personal Financial Planning (PFP): "Ask a PFS" - A Panel Discussion - Shared screen with speaker view
Larry Pon
32:05
Hello!
Dan Thomas
34:58
Hi Larry
Robert Lavoie
44:36
What asset class or type of investment would take advantage of the situation where the inflation is running high but the fed is keeping rates artificially low to protect the government from their huge deficit spending and interest on the debt.
gskylar
56:17
Is AB 150 pass-through entity tax election available to S-corporation owned by a QSST?
Robert Lavoie
01:03:16
are you still recommending bond allocation with the historic low interest rates today. if you are reducing historical bond allocations what other alternative classes are you using ? Cash?
Gary Istanboulian
01:19:25
Which financial planning software do you use / recommend? Costs?
Dan Thomas
01:28:25
MGP is an option with very good cost/benefit. Other planning software exists (actually several)
CalCPA - Emily Ku
01:29:24
If you have any other questions, send them to pfp@calcpa.org. Recording will be posted on CalCPA.org/pfp in the next week or so.
charles
01:31:16
Thank you all!
Dan Thomas
01:31:29
Emoney is more detailed than MGP
Jason Wolins
01:31:49
Thank you very much.
Robert Lavoie
01:32:01
Thanks!
Andrea G. Cope - BPM LLP
01:32:21
Thank you!!!
Larry Pon
01:32:21
Thanks!