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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Nov 16 - Nov 17, 2020 - Live Online - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The...
Covers taxation and income tax planning, and the interrelationship between income tax and estate tax.
Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...
In this video podcast, Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.
This podcast discusses using this tax season and your clients’ tax returns to lead into personal financial planning conversations after tax season.
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.
This podcast is a discussion on how the President's Budget Proposal could impact your clients’ financial plans.
This podcast discusses the impact of the PATH Act on your individual clients.
In this podcast, Bob Keebler discusses how you can add value for your individual clients through tax planning around PEP and Pease limitations.
This archived webcast discusses certain strategies advisers should consider sharing with their clients.