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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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Estate planning for blended families

This column discusses AB trusts and ABC trusts.

Article Trusts Foundational

Trusts and estates: Uses and tax considerations

This article summarizes the general rules related to the income taxation of estates and trusts and much more.

Article Process, taxation & strategies Intermediate

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

Top Tips to Protect Client Assets

In this video, Bob Keebler discusses the top strategies for CPAs to protect client assets.

Video Trusts Foundational

Top Tips for Effective Trust Income Tax Planning

In this video, Bob Keebler discusses how CPAs can effectively help clients with tax planning for trusts.

Video Trusts Intermediate

Tax Impacts of Decanting

The archived webcast will cover some of those more difficult issues regarding decanting, including when it might be useful as well as the impact on income, gift, GST...

Webcast Trusts Advanced

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

Useful Estate & Trust Decision Charts

Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.

Tool Process, taxation & strategies Intermediate