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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How to Help Your Clients Get Ready for Retirement
Clients approaching retirement should consider income tax planning, healthcare coverage, long-term recordkeeping and housing options.
Article Retirement planning Foundational
How to Create a Retirement Savings Policy Statement for Your Clients
How to help clients create a Retirement Savings Policy Statement (RSPS) and what to consider.
Article Retirement planning Intermediate
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
Advising Clients on Medicare Enrollment
In this podcast, Ted Sarenski discusses advising clients about Medicare coverage.
Video Government programs Intermediate
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
Planning for Spending in Retirement
This archived webcast explores cash flow planning as a critical piece of the retirement planning puzzle.
Webcast Budget & expense management Foundational
How to help clients learn to save
It is clear many clients don’t know how much to save, but just as many don’t really know how to save. This article provides tips on how to help.
Article Process, taxation & strategies Intermediate
Retirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes
this podcast, Ted Sarenski, CPA/PFS addresses common missteps and mistakes that clients make in planning for retirement.
Video Process, taxation & strategies Intermediate
Practical Planning for Cash Flows and Withdrawal Strategies in Retirement
In this archived webcast, a panel of CPA/PFS credential holders discuss practical planning tips for cash flows and withdrawal strategies in retirement.
Webcast Withdrawal & distributions Intermediate
Required Minimum Distribution Regulations
This podcast provides an update on the use of lump sum payments to replace lifetime income being received by retirees under defined benefit pension plans.
Video Withdrawal & distributions Foundational
3 Factors to Evaluate the True Cost of Retirement
This article discusses factors to consider in estimating the true cost or your client's retirement.
Article Process, taxation & strategies Foundational
Kellerman - IRAs and Prohibited Transactions
This podcastaddresses the case of In re: Kellerman.
Video Retirement plans & savings vehicles Foundational
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