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Government programs

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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Social Security and Divorce: What Clients Need to Know

This blog post discusses three key points of social security and divorce to discuss with clients.

Article Government programs Foundational

Guiding clients through the Medicare Part B enrollment minefield

CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.

Article Government programs Intermediate

Advising Clients on Medicare Enrollment

I​n this podcast, Ted Sarenski discusses advising clients about Medicare coverage.

Video Government programs Intermediate

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

The CPA’s Guide to Social Security Planning

This guide is a practical resource that blends information and planning guidance by providing actual client questions and their respective responses.

Report Government programs Intermediate

The CPA's Guide to Financing Retirement Healthcare

This guide explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their...

Report Government programs Intermediate

Broadridge Forefield Advisor Social Security Resource Center

This page provides access to a collection of resources that address Social Security planning needs.

Article Government programs Foundational

Broadridge Forefield Advisor Military Resource Center

This page provides access to a that address the unique needs of members of the military and their families.

Article Estate planning Foundational