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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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Congress Passes Surface Transportation and Reauthorization Reform Act
Learn how CPAs play an important role in advising aging clients.
Video Individual income tax planning Foundational
Top 15 Year-End Financial and Tax Planning Ideas
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.
Video Process, taxation & strategies Intermediate
Ten Tax Planning Ideas in a Down Market
In this podcast, Bob Keebler provides ten tax planning ideas to consider during a market downturn.
Video Individual income tax planning Foundational
Summa Holdings v. Commissioner – Payments to a DISC Deemed Dividends
In this podcast, Bob Keebler discusses the case of Summa Holdings v. Commissioner.
Video Individual income tax planning Foundational
Top Tips to Create Tax Alpha
In this video, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients.
Video Individual income tax planning Intermediate
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
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