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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Know the tax and other requirements for this option to manage risk.
This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.
This article discusses the advantages and disadvantages of rollovers to a Roth IRA.
This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...
This blog post describes four critical steps to help you be a better partner to your clients as they retire from their own businesses.
This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.
This article provides the details of these types of plans so you can help your clients make the best decision.
This article discusses relief available to the executor of an estate that fails to elect portability by failing to timely file an estate tax return.
This blog post describes a three step process for working with clients going through divorce.
This article presents tips on finding and hiring excellent administrative personnel and keeping them happy once hired.
Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.
Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...