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Specialized planning issues

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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Options for retirees paying off family members’ student loan debt

This article discusses steps older borrowers can take if they are struggling to pay off student loans.

Article Education planning Foundational

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

3 Reasons Every Client Should Complete a FAFSA

Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....

Article Education planning Intermediate

Are IDR plans right for clients with student loan debt?

This article provides the details of these types of plans so you can help your clients make the best decision.

Article Education planning Intermediate

3 Steps to a Secure Financial Future for Your Divorcing Clients

This blog post describes a three step process for working with clients going through divorce.

Article Marriage & divorce Foundational

Helping Clients Plan Ahead for College Expenses

Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...

Article Education planning Foundational

New Tax Laws, Private Letter Rulings, and Court Cases (1st Quarter 2016 Update)

In this video podcast, Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.

Video Individual income tax planning Intermediate

Tax Considerations for Divorcing Spouses

This article outlines considerations for managing and correctly timing a marital property settlement from a tax perspective.

Article Specialized issues Intermediate

What to do when a client wants to give an LLC or limited partnership unit to charity

This article presents some important considerations the client should take into account before giving and LLC or limited partnership unit to charity.

Article Charitable gifts Intermediate

Planning Opportunities from the Tax Return

This podcast discusses using this tax season and your clients’ tax returns to lead into personal financial planning conversations after tax season.

Article Individual income tax planning Foundational

Tax Planning Strategies in a Volatile Market

In this podcast, Bob Keebler discusses a range of simple to sophisticated income and estate tax opportunities to consider during a low stock market environment.

Video Individual income tax planning Foundational

How the President’s Budget Proposal Could Impact Your Client’s Financial Plans

This podcast is a discussion on how the President's Budget Proposal could impact your clients’ financial plans.

Video Individual income tax planning Foundational