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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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.
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.
This page provides access to a collection of resources that address the how tax planning impacts the various disciplines of personal financial planning.
Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.