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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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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
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
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
Prudent Practices for Investment Advisors: Defining a Global Fiduciary Standard of Excellence
This document provides a framework for a disciplined investment process specific for investment advisors.
Report Process, taxation & strategies Intermediate
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