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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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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
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
Trusts and estates: Uses and tax considerations
This article summarizes the general rules related to the income taxation of estates and trusts and much more.
Article Process, taxation & strategies Intermediate
Tax Planning Opportunities for Tax Attributes and the Decedent’s Final Tax Return
This article describes tax planning opportunities to be considered for the final income tax return when the client is approaching death.
Article Reporting & filing requirements Intermediate
Taxing Emotions: Death, Section 754 Elections and Serving the Client
This blog post provides some simple steps to reduce the confusion and increase the efficiency of executing a will or trust.
Article Process, taxation & strategies Foundational
Use a Flowchart to Illustrate Client Wealth Transfer Goals
This article discusses how use of a simple flowchart can be an effective tool for ensuring a client’s wealth transfer goals are continually being met.
Article Process, taxation & strategies Intermediate
Estate of Barbara M. Purdue: Family Limited Partnerships and Valuation Discounts
This podcast discusses the facts of the Estate of Barbara M. Purdue case as well as what to consider when planning for your clients.
Video Process, taxation & strategies Intermediate
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
Top Tips to Protect Client Assets
In this video, Bob Keebler discusses the top strategies for CPAs to protect client assets.
Video Trusts 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
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