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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This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
Clients in the early stages of Alzheimer’s disease may still be able to take part in financial planning. Learn what precautions CPAs need to take.
Learn to demonstrate your value and deepen your client relationships by helping them navigate the financial (and often emotional) matters to achieve a life balance.
Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.
Gain a deeper understanding of the tax implications and financial planning strategies to help your individual clients plan for retirement.
Completely updated for tax law changes, this CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and...
Attend this webcast event to learn about FICA, the Medicare tax, and more so you can advise your clients to make optimal decisions when it comes to Social Security and...
This webcast presentation reviews the technical mechanics of HECM reverse mortgage loans, the costs involved, the emerging reverse mortgage strategies and applications...
This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.