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Estate 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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Post-Mortem Planning: Helping Clients Make Decisions About Their Money

This article talks about how to have the hard post mortem planning discussion and factors to include.

Article Incapacity & postmortem estate planning Intermediate

Don’t let clients overlook these key estate planning issues

Can help clients visualize the consequences of not having an up-to-date plan.

Article Estate planning Foundational

Estate & Succession Planning Strategies for Your Solo Practitioner Clients

This podcast discusses planning strategies to consider for your solo practitioner clients.

Video Process, taxation & strategies Foundational

Digital Estate Planning: More Than a Lifeline

This article walks the importance of the digital estate plan and some of the key elements to include.

Article Process, taxation & strategies Intermediate

Meeting the financial planning challenges of the future

In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.

Article Practice management & professional standards Foundational

Top Tips to Protect Client Assets

In this video, Bob Keebler discusses the top strategies for CPAs to protect client assets.

Video Trusts Foundational

Portability Regulations

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.

Video Portability Foundational

Top Tips for Effective Trust Income Tax Planning

In this video, Bob Keebler discusses how CPAs can effectively help clients with tax planning for trusts.

Video Trusts Intermediate

Court Case Impact on Annual Gift Tax Exclusion Planning

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.

Video Process, taxation & strategies Foundational

Tax Impacts of Decanting

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...

Webcast Trusts Advanced

Taxes: Start Your Money Plan Here

This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.

Webcast Individual income tax planning Foundational

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate