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Process, taxation & strategies

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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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

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

Broadridge Forefield Advisor Tax Resource Center

This page provides access to a collection of resources that address the how tax planning impacts the various disciplines of personal financial planning.

Article Individual income tax planning Foundational

Estate Basis Consistency Reporting Podcast Series

In this podcast series, Bob Keebler discusses what you need to know to comply with the Code.

Article Process, taxation & strategies Foundational

Useful Estate & Trust Decision Charts

Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.

Tool Process, taxation & strategies Intermediate

Resources on New Tax and Estate Planning Opportunities

This page compiles recordings, presentation materials, and articles on planning after ATRA

Article Process, taxation & strategies Intermediate

Planning for Same Sex Couples

This page provides information and resources related to tax planning for same sex couples.

Article Process, taxation & strategies Foundational