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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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Captive insurance for the middle market

Know the tax and other requirements for this option to manage risk.

Article Tax planning Advanced

Exploring mentorship: A graceful exit

This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.

Article Coaching & mentoring Advanced

Deciding Whether to Roll Over to a Roth IRA

This article discusses the advantages and disadvantages of rollovers to a Roth IRA.

Article Process, taxation & strategies Intermediate

4 tips to persuade talented people to stay

This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...

Article Team building Advanced

Four Steps to a Happier, Successful “Business” Retirement

​This blog post describes four critical steps to help you be a better partner to your clients as they retire from their own businesses.

Article Retirement planning Intermediate

Americans’ biggest retirement fear: Running out of money

This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.

Article Process, taxation & strategies Intermediate

Are IDR plans right for clients with student loan debt?

This article provides the details of these types of plans so you can help your clients make the best decision.

Article Education planning Intermediate

Late Portability Elections After the Expiration of Rev. Proc. 2014-18

This article discusses relief available to the executor of an estate that fails to elect portability by failing to timely file an estate tax return.

Article Portability Intermediate

3 Steps to a Secure Financial Future for Your Divorcing Clients

This blog post describes a three step process for working with clients going through divorce.

Article Marriage & divorce Foundational

How to get—and keep—the best administrative staff

This article presents tips on finding and hiring excellent administrative personnel and keeping them happy once hired.

Article Team building Advanced

How to build rapport with older clients

Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.

Article Process, taxation & strategies Foundational

Helping Clients Plan Ahead for College Expenses

Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...

Article Education planning Foundational