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Compensation & benefits

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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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