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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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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
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
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