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Investment planning

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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Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational

How to avoid inheritance mistakes

​This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.

Article Process, taxation & strategies Foundational

Reexamining tax-loss harvesting: Better results through enhanced understanding

This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.

Article Process, taxation & strategies Intermediate

Reducing investment taxes in 2017

This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.

Article Process, taxation & strategies Foundational

Advising Clients During Market Uncertainty

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.

Video Process, taxation & strategies Foundational

The Impact of Brexit on Your Clients’ Investments

​This blog post provides insight on the impact of Brexit on your clients personal finances.

Article Investment planning Foundational

Top 15 Year-End Financial and Tax Planning Ideas

​Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.

Video Process, taxation & strategies Intermediate

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

Inside Information Newsletter

This page provides access to the Inside Information newsletter from Bob Veres. This newsletter is a leading information source for the elite of the financial...

Article Practice management & professional standards 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 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