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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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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

Estate, Tax and Financial Planning - New Ideas To Address with Your CPA

The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.

Webcast Estate planning Foundational

New Tax Laws, Private Letter Rulings, and Court Cases (3rd quarter 2015 update)

Bob Keebler recaps Private Letter Rulings and case law that occurred in the second quarter of 2015.

Video Process, taxation & strategies Intermediate

Top 15 Year-End Financial and Tax Planning Ideas

​Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.

Video Process, taxation & strategies Intermediate

Ten Tax Planning Ideas in a Down Market

In this podcast, Bob Keebler provides ten tax planning ideas to consider during a market downturn.

Video Individual income tax planning Foundational

Estate and Tax Planning Opportunities Under IRC 2701

This podcast discusses potential changes to IRC §2704..

Video Process, taxation & strategies Intermediate

Summa Holdings v. Commissioner – Payments to a DISC Deemed Dividends

In this podcast, Bob Keebler discusses the case of Summa Holdings v. Commissioner.

Video Individual income tax planning Foundational

Top Tips to Create Tax Alpha

In this video, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients.

Video Individual income tax planning Intermediate

New Tax Laws, Private Letter Rulings, and Court Cases (2nd quarter 2015 update)

This podcast recaps Private Letter Rulings and case law that occurred in the first quarter of 2015.

Video Process, taxation & strategies Intermediate

Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

​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.

Webcast Individual income tax planning Intermediate

Taxes: Start Your Money Plan Here

This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.

Webcast Individual income tax planning Foundational