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The CARES Act, PPP Loans, SECURE Act, Tax Strategy, Financial Planning and more

7/30/2020

The Alliance of Comprehensive Planners (ACP), is a community of approximately 200 tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. This diverse group can address anything and everything as it pertains to personal financial planning and tax strategies. There are some real brainiacs in this group and it would be difficult to stump this professional think tank!

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The CARES Act, PPP Loans, SECURE Act, Tax Strategy, Financial Planning and more

Story Ideas and Sources for Journalists

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