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 archived webcast discusses certain strategies advisers should consider sharing with their clients.
The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.
Bob Keebler recaps Private Letter Rulings and case law that occurred in the second quarter of 2015.
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.
In this podcast, Bob Keebler discusses the case of Summa Holdings v. Commissioner.
In this video, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients.
This podcast recaps Private Letter Rulings and case law that occurred in the first quarter of 2015.
This archived webcast is a discussion on lessons learned from tax season and planning strategies that you can use to plan for your clients year-round.
This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.