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 article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
Clients in the early stages of Alzheimer’s disease may still be able to take part in financial planning. Learn what precautions CPAs need to take.
This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.
This article discusses the rules governing the effects of lapses and restrictions on voting or liquidation rights of owners on the valuation of family-held entities.
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.