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 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.
This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
This article discusses four ways you can help your clients plan for unexpected medical expenses.
In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
This page provides access to a collection of resources that address changes in health care programs and the resulting decisions.
Learn about why many CPA financial planners added financial planning services to their tax practices