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Technical

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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AICPA Advanced Estate Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

Advanced Personal Financial Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Personal finance decisions Advanced

Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational

Cognitive impairment does not necessarily have to derail your clients’ planning

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.

Article Process, taxation & strategies Foundational

Advising "Sandwich Generation" Clients on Balancing Support for Parents and Children

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.

Webcast Personal finance decisions Intermediate

Estate planning for blended families

This column discusses AB trusts and ABC trusts.

Article Trusts Foundational

Tax Planning for Small Businesses

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.

Webcast Tax planning Intermediate

Financial Planning and Tax Implications of Retirement Plans

Gain a deeper understanding of the tax implications and financial planning strategies to help your individual clients plan for retirement.

Webcast Process, taxation & strategies Intermediate

Cutting Your Client's Tax Bill: Individual Planning Tips and Strategies

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...

Course – Online Individual income tax planning Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

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...

Webcast Government programs Intermediate

Taking A Fresh Look At Reverse Mortgages

This webcast presentation reviews the technical mechanics of HECM reverse mortgage loans, the costs involved, the emerging reverse mortgage strategies and applications...

Webcast Process, taxation & strategies Intermediate

Don’t Let Clients’ Retirement Fall into This Trap

This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.

Article Process, taxation & strategies Intermediate