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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This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.
This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).
This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.
This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.
Clients approaching retirement should consider income tax planning, healthcare coverage, long-term recordkeeping and housing options.
How to help clients create a Retirement Savings Policy Statement (RSPS) and what to consider.
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.
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.
this podcast, Ted Sarenski, CPA/PFS addresses common missteps and mistakes that clients make in planning for retirement.
This article discusses factors to consider in estimating the true cost or your client's retirement.