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Technical

Analysis of a Tax Return for Personal Financial Planning Logo aicpa

  Lyle Benson, CPA/PFS |   Free |   AICPA |   AICPA.org

Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Foundational
  • Personal financial planning: Technical: Charitable planning, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning, Foundational
  • Personal financial planning: Technical: Compensation & benefits, Foundational
  • Personal financial planning: Technical: Investment planning, Foundational
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Education planning, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Closely held businesses, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Housing & real property, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Foundational

Comments/Reflections