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 article discusses steps older borrowers can take if they are struggling to pay off student loans.
This blog post discusses three key points of social security and divorce to discuss with clients.
Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....
This article provides the details of these types of plans so you can help your clients make the best decision.
This blog post describes a three step process for working with clients going through divorce.
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...
This article outlines considerations for managing and correctly timing a marital property settlement from a tax perspective.
This podcast discusses using this tax season and your clients’ tax returns to lead into personal financial planning conversations after tax season.
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.
This podcast is a discussion on how the President's Budget Proposal could impact your clients’ financial plans.
This podcast discusses the impact of the PATH Act on your individual clients.
In this podcast, Bob Keebler discusses how you can add value for your individual clients through tax planning around PEP and Pease limitations.