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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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Building trust in the workplace
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Article Team building Intermediate
In-home caregivers: Answers to tax and nontax questions
To make the process of hiring a caregiver less burdensome, this article answers the tax and nontax questions that arise when a family hires someone to help in the home.
Article Specialized issues Foundational
Advising Clients During Market Uncertainty
This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.
Video Process, taxation & strategies Foundational
Got a few challenging clients?
This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
Article Client retention Foundational
Taxing Emotions: Death, Section 754 Elections and Serving the Client
This blog post provides some simple steps to reduce the confusion and increase the efficiency of executing a will or trust.
Article Process, taxation & strategies Foundational
6 Planning Ideas for CPAs Who Have Aging Clients
This blog posts shares ideas about ways you may be able to expand your practice to address the needs of aging clients.
Article Elder & special needs planning Foundational
Why you should review the funding of your clients’ irrevocable trusts
CPAs, their clients, and other advisers should review funded irrevocable trusts for the points described in this article.
Article Trusts Intermediate
5 phrases established leaders should never say again
This article explores phrases that frustrate and disappoint future leaders and offers alternatives.
Article Communication Foundational
Recruiting the best: What CPAs could learn from college coaches
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
Article Team building Advanced
The 4-Step Coach Approach to Client Service
This blog post discusses four steps CPA financial planners can take to help coach clients to success.
Article Practice management & professional standards Foundational
The next frontier in data analytics
This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.
Article Practice growth Intermediate
The elder planning documents your clients must have
This article discusses the most crucial elder planning documents for your clients to have.
Article Elder & special needs planning Foundational
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