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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4 Ways to Move Toward Practice Transformation
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.
Article Practice management & professional standards Intermediate
Millennial talent strategy for CFOs
This article shares thoughts from experts about how to work with millennials for your benefit and theirs.
Article Team building Advanced
Elder Financial Abuse: How CPAs Can Help – Part 2
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.
Article Elder & special needs planning Foundational
Find a mentor, land a new job
This article takes us on a journey through a mentoring relationship.
Article Coaching & mentoring Intermediate
Trusts and estates: Uses and tax considerations
This article summarizes the general rules related to the income taxation of estates and trusts and much more.
Article Process, taxation & strategies Intermediate
Elder Financial Abuse: How CPAs Can Help – Part 1
This blog post explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.
Article Elder & special needs planning Foundational
Strategies for promoting diversity and inclusion
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
Article Team building Intermediate
How to sponsor diversity in the leadership ranks
This article discusses sponsorship programs as an effective approach to developing leadership.
Article Coaching & mentoring Advanced
Tax Planning for Aging Clients: Medical Expense Deduction for Home Improvements
It is common for aging homeowners to renovate their home to accommodate their disability. This article examines what qualifies for the medical expense deduction,
Article Deductions Foundational
Tax Planning Opportunities for Tax Attributes and the Decedent’s Final Tax Return
This article describes tax planning opportunities to be considered for the final income tax return when the client is approaching death.
Article Reporting & filing requirements Intermediate
Calculating a mentor's effect on salary and retention
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
Article Coaching & mentoring Advanced
Text Me Not: Hidden Perils of Modern Communication for CPAs
Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.
Article Communication Foundational
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