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Charitable planning

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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PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

Charitable Planning

Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.

Course – Online Charitable planning Intermediate

PFP Boot Camp: Estate and Charitable Planning

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational

Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

​This archived webcast is a discussion on lessons learned from tax season and planning strategies that you can use to plan for your clients year-round.

Webcast Individual income tax planning Intermediate

Taxes: Start Your Money Plan Here

This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.

Webcast Individual income tax planning Foundational

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

From Client Tax Returns to Value-Added Planning: A Guide for CPAs

Learn about how PFP practices can provide CPAs with additional revenue streams, deeper relationships with clients and less dependence on the busy season.

Report Practice management & professional standards Foundational

Analysis of a Tax Return for Personal Financial Planning

Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.

Tool Estate planning Foundational

Moving from Tax Preparer to Financial Planner

Learn about why many CPA financial planners added financial planning services to their tax practices

Article Practice management & professional standards Foundational