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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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The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

Broadridge Forefield Advisor Tax Resource Center

This page provides access to a collection of resources that address the how tax planning impacts the various disciplines of personal financial planning.

Article Individual income tax planning Foundational

Analysis of a Tax Return for Personal Financial Planning

Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.

Tool Estate planning Foundational