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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Features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans.
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
In this archived webcast, learn about the provisions of ACA and Medicare and life events that can affect or disrupt your clients’ coverage.
Learn about the provisions of ACA and Medicare and Life events that can affect or disrupts your clients’ coverages.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
This page provides access to a collection of resources that address Social Security planning needs.
This guide is a practical resource that blends information and planning guidance by providing actual client questions and their respective responses.
This guide explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their...
This guide provides a comprehensive look at what the CPA needs to know about retirement planning and how to communicate to the client in various stages of life.