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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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.
This article discusses the rules governing the effects of lapses and restrictions on voting or liquidation rights of owners on the valuation of family-held entities.
This article summarizes the general rules related to the income taxation of estates and trusts and much more.
This article describes tax planning opportunities to be considered for the final income tax return when the client is approaching death.
This blog post provides some simple steps to reduce the confusion and increase the efficiency of executing a will or trust.
This article discusses how use of a simple flowchart can be an effective tool for ensuring a client’s wealth transfer goals are continually being met.
This podcast discusses the facts of the Estate of Barbara M. Purdue case as well as what to consider when planning for your clients.
This podcast discusses planning strategies to consider for your solo practitioner clients.