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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The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...
This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.
This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.
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...
This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.
This white paper explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
This archived webcast discusses certain strategies advisers should consider sharing with their clients.
The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.
Michael Kitces discusses recent research into retirement asset allocation that opposes the common approach of decreasing equities in later years.