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Personal financial planning

About this topic

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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9 tips for being more responsive to clients

This article discusses the importance of being receptive, available, and approachable to clients.

Article Communication Foundational

Options for retirees paying off family members’ student loan debt

This article discusses steps older borrowers can take if they are struggling to pay off student loans.

Article Education planning Foundational

How CPA firms are evolving to meet Millennials’ desires

​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...

Article Talent recruitment Foundational

Social Security and Divorce: What Clients Need to Know

This blog post discusses three key points of social security and divorce to discuss with clients.

Article Government programs Foundational

Elder Financial Abuse: How CPAs Can Help – Part 3

This blog post discusses proactive steps that you can take to educate and protect your senior clients.

Article Elder & special needs planning Foundational

How to discuss long-term-care options with 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.

Article Medical expense & long-term care insurance Foundational

Building on Compliance: The Evolution of Tax Services

Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity

Article Practice management & professional standards Intermediate

3 Reasons Every Client Should Complete a FAFSA

Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....

Article Education planning Intermediate

How to deal with dysfunctional people at work

Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.

Article Influence Intermediate

Reexamining tax-loss harvesting: Better results through enhanced understanding

This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.

Article Process, taxation & strategies Intermediate

Continuing Care Retirement Communities: Helping Clients Choose

This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).

Article Process, taxation & strategies Foundational

Reducing investment taxes in 2017

This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.

Article Process, taxation & strategies Foundational