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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Don’t Let Clients’ Retirement Fall into This Trap
This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.
Article Process, taxation & strategies Intermediate
Continuing Care Retirement Communities: Helping Clients Choose
This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).
Article Process, taxation & strategies Foundational
Deciding Whether to Roll Over to a Roth IRA
This article discusses the advantages and disadvantages of rollovers to a Roth IRA.
Article Process, taxation & strategies Intermediate
Americans’ biggest retirement fear: Running out of money
This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.
Article Process, taxation & strategies Intermediate
Advising Clients When They Underestimate Retirement Needs
This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.
Video Process, taxation & strategies Intermediate
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
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
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
Practical Planning for Aging & Elder Issues
This archived webcast discusses planning challenges and opportunities that arise as clients age.
Webcast Process, taxation & strategies Foundational
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