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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
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
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
Options for retirees paying off family members’ student loan debt
This article discusses steps older borrowers can take if they are struggling to pay off student loans.
Article Education planning Foundational
Social Security and Divorce: What Clients Need to Know
This blog post discusses three key points of social security and divorce to discuss with clients.
Article Government programs Foundational
Elder Financial Abuse: How CPAs Can Help – Part 3
This blog post discusses proactive steps that you can take to educate and protect your senior clients.
Article Elder & special needs planning Foundational
How to discuss long-term-care options with clients
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
Article Medical expense & long-term care insurance Foundational
Building on Compliance: The Evolution of Tax Services
Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity
Article Practice management & professional standards Intermediate
3 Reasons Every Client Should Complete a FAFSA
Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....
Article Education planning Intermediate
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