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.
Take a knowledge check to evaluate your proficiencies and find related learning resources.Get started
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.
Learn how CPAs play an important role in advising aging clients.
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.
In this podcast, Bob Keebler provides ten tax planning ideas to consider during a market downturn.
In this podcast, Bob Keebler discusses the case of Summa Holdings v. Commissioner.
In this video, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients.
This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.