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Journal in the Round: The Planning Implications of the American Rescue Plan Act

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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.

Ana Trujillo

Editor-in-Chief

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.

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Journal in the Round: The Planning Implications of the American Rescue Plan Act
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Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available