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 article details how to help clients get money when necessary without incurring the onerous 10% tax on early withdrawals.
In this archived webcast, a panel of CPA/PFS credential holders discuss practical planning tips for cash flows and withdrawal strategies in retirement.
This podcast provides an update on the use of lump sum payments to replace lifetime income being received by retirees under defined benefit pension plans.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
This page provides access to a collection of resources that address the enrollment, accumulation, and distribution planning that retirement plan participants have.
This guide provides a comprehensive look at what the CPA needs to know about retirement planning and how to communicate to the client in various stages of life.
This is a special report on non-compliant IRA trusts and Circular 230 issues from the author of The IRA Distribution Rules: IRS Compliance and Audit Issues.
This study explores the issue of what is an appropriate default equity glidepath for client portfolios during the retirement phase of the lifecycle.
This study explores the interaction of two research threads relating to asset allocation in retirement.
This page provides access to resources to assist in proper Roth conversion and recharacterization planning for your clients.