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.
Take a knowledge check to evaluate your proficiencies and find related learning resources.Get started
In this blog post, Lyle Benson, CPA/PFS, shares the top challenges and questions CPAs and financial planners should consider to shape their practices for the future.
This article shares thoughts from experts about how to work with millennials for your benefit and theirs.
In part two of this series, learn best practices for advising senior clients on how to spot signs of financial fraud, plus prevention techniques they can put into place.
This article takes us on a journey through a mentoring relationship.
This article summarizes the general rules related to the income taxation of estates and trusts and much more.
This blog post explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
This article discusses sponsorship programs as an effective approach to developing leadership.
It is common for aging homeowners to renovate their home to accommodate their disability. This article examines what qualifies for the medical expense deduction,
This article describes tax planning opportunities to be considered for the final income tax return when the client is approaching death.
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.