Feb 21, 2020
Guests: David DeVoe & Michael Goodman, CPA/PFS
In this encore* episode, Michael Goodman, CPA/PFS interviews expert, David DeVoe, Founder and Managing Director, DeVoe & Company, about succession planning for personal financial planners, including:
*This episode originally appeared on www.aicpa.org/pfp in August 2017. The nature of this content is still accurate and relevant and we hope you enjoy this series.
Access the related resources from this podcast:
Don’t miss other succession planning podcasts coming soon!!
^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution.
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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