Journal in the Round: The Planning Implications of the American Rescue Plan Act
Join Randy Gardner, , J.D., LLM, CPA, RLP®, CFP®, and Julie Welch, CPA/PFS, CFP®, AEP, who will offer our members a deep dive into the planning opportunities and tax changes that were included in the American Rescue Plan Act that was signed by President Biden in March.
Financial Planning Association
Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP
Founder, Goals Gap Planning, LLC
Randy Gardner is the founder of Goals Gap Planning, LLC, a fee-only tax, estate, and holistic personal financial planning firm with offices in Laguna Beach, CA and Las Vegas, NV, a wealth strategist for the Garrett Planning Network, and an adjunct professor at the American College. Randy taught for 33 years as a professor of tax and estate planning and director of the financial planning program at the University of Missouri. Randy is a columnist for The Journal of Financial Planning and the co-author (with Julie Welch) of 101 Tax Saving Ideas.
Julie Welch, CPA/PFS, CFP®, AEP
Meara Welch Browne, P.C.
Julie Welch, CPA/PFS, CFP®, AEP (Distinguished) is the managing share¬holder of Meara Welch Browne, P.C., an accounting firm in Leawood, Kan.