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Individual income tax planning

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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AICPA Sophisticated Tax Planning for Your Wealthy Clients

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...

Conference – Virtual Process, taxation & strategies Intermediate

Integrating Estate Planning With the Tax and Financial Plan

Covers taxation and income tax planning, and the interrelationship between income tax and estate tax.

Course – Online Estate planning Intermediate

Essentials of Personal Financial Planning

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...

Publication PFP process 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

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

Income Shifting with Trusts and Partnerships

This archived webcast covers some of the issues regarding various methods of shifting income.

Webcast Process, taxation & strategies Intermediate

Protecting Americans from Tax Hikes (PATH) Act of 2015 and Insights on Interest Rate Hike

This podcast discusses the impact of the PATH Act on your individual clients.

Video Individual income tax planning Foundational

Advising Clients on Tax Planning for PEP and Pease Limitations

In this podcast, Bob Keebler discusses how you can add value for your individual clients through tax planning around PEP and Pease limitations.

Video Individual income tax planning Intermediate

Congress Passes Surface Transportation and Reauthorization Reform Act

Learn how CPAs play an important role in advising aging clients.

Video Individual income tax planning Foundational

Estate, Tax and Financial Planning: New Ideas To Address with Your Clients

This archived webcast discusses certain strategies advisers should consider sharing with their clients.

Webcast Estate planning Foundational