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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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Options for retirees paying off family members’ student loan debt
This article discusses steps older borrowers can take if they are struggling to pay off student loans.
Article Education planning Foundational
Social Security and Divorce: What Clients Need to Know
This blog post discusses three key points of social security and divorce to discuss with clients.
Article Government programs Foundational
3 Reasons Every Client Should Complete a FAFSA
Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....
Article Education planning Intermediate
Are IDR plans right for clients with student loan debt?
This article provides the details of these types of plans so you can help your clients make the best decision.
Article Education planning Intermediate
3 Steps to a Secure Financial Future for Your Divorcing Clients
This blog post describes a three step process for working with clients going through divorce.
Article Marriage & divorce Foundational
Helping Clients Plan Ahead for College Expenses
Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...
Article Education planning Foundational
Tax Considerations for Divorcing Spouses
This article outlines considerations for managing and correctly timing a marital property settlement from a tax perspective.
Article Specialized issues Intermediate
Planning Opportunities from the Tax Return
This podcast discusses using this tax season and your clients’ tax returns to lead into personal financial planning conversations after tax season.
Article Individual income tax planning Foundational
Tax Planning Strategies in a Volatile Market
In this podcast, Bob Keebler discusses a range of simple to sophisticated income and estate tax opportunities to consider during a low stock market environment.
Video Individual income tax planning Foundational
How the President’s Budget Proposal Could Impact Your Client’s Financial Plans
This podcast is a discussion on how the President's Budget Proposal could impact your clients’ financial plans.
Video Individual income tax planning Foundational
Protecting Americans from Tax Hikes (PATH) Act of 2015 and Insights on Interest Rate Hike
This podcast discusses the impact of the PATH Act on your individual clients.
Video Individual income tax planning Foundational
Advising Clients on Tax Planning for PEP and Pease Limitations
In this podcast, Bob Keebler discusses how you can add value for your individual clients through tax planning around PEP and Pease limitations.
Video Individual income tax planning Intermediate
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