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Personal financial 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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Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational

Cognitive impairment does not necessarily have to derail your clients’ planning

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.

Article Process, taxation & strategies Foundational

Estate planning for blended families

This column discusses AB trusts and ABC trusts.

Article Trusts Foundational

To my mentors and mentees: Thank you

This article offers insights on the value of mentors and key traits great mentors share.

Article Coaching & mentoring Foundational

Don’t Let Clients’ Retirement Fall into This Trap

This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.

Article Process, taxation & strategies Intermediate

Valuation of family-owned entities for estate and gift tax purposes under Sec. 2704

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.

Article Tax valuation Intermediate

Q&A: Don’t believe these Millennial myths

Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.

Article Team building Intermediate

How firms can overcome challenges and develop a diverse workforce

Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.

Article Team building Advanced

How to avoid inheritance mistakes

​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.

Article Process, taxation & strategies Foundational

The importance of killing projects

This article explores an often overlooked aspect of project management - ending the project.

Article Project management Intermediate

6 Ways to Up Your Networking Game

This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.

Article Communication Foundational

"Inconvenience Everybody Equally" and Other Management Tips

It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.

Article Team building Advanced
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