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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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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
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
Broadridge Forefield Advisor Retirement Plan Participant Resource Center
This page provides access to a collection of resources that address the enrollment, accumulation, and distribution planning that retirement plan participants have.
Article Retirement plans & savings vehicles Foundational
Guidance on Roth IRA Conversions
This page provides access to resources to assist in proper Roth conversion and recharacterization planning for your clients.
Article Retirement plans & savings vehicles Intermediate
Planning for Same Sex Couples
This page provides information and resources related to tax planning for same sex couples.
Article Process, taxation & strategies Foundational
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