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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Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.
Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health...
Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.
Learn about planning strategies and documents needed for closely held business estate planning issues in this self-study course.
Get equipped with the knowledge you need to help your clients plan for situations that may affect their financial and estate plans when they are temporarily,...
Covers taxation and income tax planning, and the interrelationship between income tax and estate tax.
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 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.