With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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This article discusses steps older borrowers can take if they are struggling to pay off student loans.
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
This blog post discusses proactive steps that you can take to educate and protect your senior clients.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity
Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.
This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).
This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.