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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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When clients should open or convert to a Roth IRA
This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.
Article Retirement plans & savings vehicles Intermediate
Kellerman - IRAs and Prohibited Transactions
This podcastaddresses the case of In re: Kellerman.
Video Retirement plans & savings vehicles 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 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
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