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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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.
Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...
This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
This archived webcast discusses certain strategies advisers should consider sharing with their clients.
This article discusses four ways you can help your clients plan for unexpected medical expenses.
The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.
In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
In this archived webcast, learn about the provisions of ACA and Medicare and life events that can affect or disrupt your clients’ coverage.
Learn about the provisions of ACA and Medicare and Life events that can affect or disrupts your clients’ coverages.