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Risk management & insurance 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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How to discuss long-term-care options with clients

Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.

Article Medical expense & long-term care insurance Foundational

Captive insurance for the middle market

Know the tax and other requirements for this option to manage risk.

Article Tax planning Advanced

The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly

This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.

Webcast Life insurance Foundational

Guiding clients through the Medicare Part B enrollment minefield

CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.

Article Government programs Intermediate

Estate, Tax and Financial Planning: New Ideas To Address with Your Clients

This archived webcast discusses certain strategies advisers should consider sharing with their clients.

Webcast Estate planning Foundational

4 Ways to Help Clients Plan for Unexpected Medical Expenses

This article discusses four ways you can help your clients plan for unexpected medical expenses.

Article Medical expense & long-term care insurance Intermediate

Estate, Tax and Financial Planning - New Ideas To Address with Your CPA

The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.

Webcast Estate planning Foundational

What to Consider when Replacing a Client’s Existing Life Insurance Contract

In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,

Video Life insurance Foundational

Meeting the financial planning challenges of the future

In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.

Article Practice management & professional standards Foundational

Navigating Medicare and the Affordable Care Act

In this archived webcast, learn about the provisions of ACA and Medicare and life events that can affect or disrupt your clients’ coverage.

Webcast Government programs Intermediate

Navigating Medicare and the Affordable Care Act

Learn about the provisions of ACA and Medicare and Life events that can affect or disrupts your clients’ coverages.

Webcast Government programs Intermediate

Termination of an Insurance Trust

This podcast presents strategies to consider with clients for life insurance policies as well as insurance held in trust.

Video Trusts Intermediate