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Technical

The CPA's Guide to Financial and Estate Planning Logo aicpa

  Free for PFP Section Members |   AICPA |   2017 |   AICPA.org

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters. The Guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.

This guide is offered as a benefit of membership to the AICPA PFP member section. If you are not a member, please consider purchasing the guide.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Estate planning: Trusts, Intermediate
  • Personal financial planning: Technical: Estate planning: Generation skipping transfer tax, Intermediate
  • Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Intermediate
  • Personal financial planning: Technical: Estate planning: Portability, Intermediate
  • Personal financial planning: Technical: Charitable planning: Charitable gifts, Intermediate
  • Personal financial planning: Technical: Charitable planning: Charitable trusts, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Life insurance, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Annuities, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Disability insurance, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Property, casualty & liability insurance, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Intermediate
  • Personal financial planning: Technical: Investment planning: Risk types & assessment, Intermediate
  • Personal financial planning: Technical: Investment planning: Asset vehicles, classes & allocation, Intermediate
  • Personal financial planning: Technical: Investment planning: Portfolio management, Intermediate
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Retirement planning: Retirement plans & savings vehicles, Intermediate
  • Personal financial planning: Technical: Retirement planning: Government programs, Intermediate
  • Personal financial planning: Technical: Retirement planning: Withdrawal & distributions, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Non-financial considerations, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Healthcare & housing, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Marriage & divorce, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Closely held businesses, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Housing & real property, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate
  • Personal financial planning: Technical: Practice management & professional standards: PFP process, Intermediate
  • Personal financial planning: Technical: Charitable planning: Taxation, Intermediate

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