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 talks about how to have the hard post mortem planning discussion and factors to include.
This podcast discusses planning strategies to consider for your solo practitioner clients.
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
This podcast discusses the portability regulations and the importance of the CPA or estate planning attorney taking on the responsibility to file the Form 706.
In this podcast, Bob Keebler discusses the strategies to consider when advising clients on the annual gift tax exclusion in light of a recent court case.
The archived webcast will cover some of those more difficult issues regarding decanting, including when it might be useful as well as the impact on income, gift, GST...
This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.