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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This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.
This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).
This blog post describes four critical steps to help you be a better partner to your clients as they retire from their own businesses.
This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.
This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.
This article defines the key questions financial advisers should ask of a family business owner contemplating retirement.
This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.
This article details how to help clients get money when necessary without incurring the onerous 10% tax on early withdrawals.
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
Why it is important to assess your client's knowledge of Social Security and longevity before you begin planning.