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Process, taxation & strategies

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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Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational

How to avoid inheritance mistakes

​This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.

Article Process, taxation & strategies Foundational

Reexamining tax-loss harvesting: Better results through enhanced understanding

This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.

Article Process, taxation & strategies Intermediate

Reducing investment taxes in 2017

This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.

Article Process, taxation & strategies Foundational

Advising Clients During Market Uncertainty

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.

Video Process, taxation & strategies Foundational

Top 15 Year-End Financial and Tax Planning Ideas

​Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.

Video Process, taxation & strategies 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

Broadridge Forefield Advisor Tax Resource Center

This page provides access to a collection of resources that address the how tax planning impacts the various disciplines of personal financial planning.

Article Individual income tax planning Foundational

Tax Aware Investing

In this video, Bob Keebler defines tax aware investing and provides an overview of key topics.

Video Process, taxation & strategies Foundational

Tax Aware Investing: Bracket Management

In this video, Bob Keebler discusses how to create Tax Alpha with bracket management strategies.

Video Process, taxation & strategies Intermediate

Tax Aware Investing: Portfolio Management

In this video, Bob Keebler discusses key issues with portfolio management strategies, including capital gain and loss harvesting as well as tax asset classes.

Video Process, taxation & strategies Intermediate

Tax Aware Investing: Drawdown Strategies

In this video, Bob Keebler discusses tax-efficient drawdown strategies for the retirement portfolio.

Video Process, taxation & strategies Intermediate