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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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How to discuss long-term-care options with clients
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
Article Medical expense & long-term care insurance Foundational
Captive insurance for the middle market
Know the tax and other requirements for this option to manage risk.
Article Tax planning Advanced
The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly
This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.
Webcast Life insurance Foundational
Guiding clients through the Medicare Part B enrollment minefield
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
Article Government programs Intermediate
4 Ways to Help Clients Plan for Unexpected Medical Expenses
This article discusses four ways you can help your clients plan for unexpected medical expenses.
Article Medical expense & long-term care insurance Intermediate
What to Consider when Replacing a Client’s Existing Life Insurance Contract
In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,
Video Life insurance Foundational
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
Webber v. Commissioner – Investor Control in Private Placement Life Insurance
In this podcast, Bob Keebler discusses the case of Webber vs. Commissioner.
Video Life insurance 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 Women's Resource Center
This page provides access to a collection of resources that address financial planning needs the women face.
Article Estate planning Foundational
Broadridge Forefield Advisor Health-Care Reform Resource Center
This page provides access to a collection of resources that address changes in health care programs and the resulting decisions.
Article Medical expense & long-term care insurance Foundational
Moving from Tax Preparer to Financial Planner
Learn about why many CPA financial planners added financial planning services to their tax practices
Article Practice management & professional standards Foundational
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