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How to grapple with the new Social Security rules

Financial Planning Digest | Feb 08, 2016

Advisers have many questions about what to do once the revised Social Security rules eliminate popular claiming strategies such as file-and-suspend. This article offers a few scenarios to help advisers and clients deal with the rules. Listen to a podcast from Ted Sarenski, CPA/PFS, on this topic. InvestmentNews (02/03)


How to determine household workers' tax status

Financial Planning Digest | Feb 08, 2016

You want to deduct what? Clients' strangest deduction attempts

Financial Planning Digest | Feb 08, 2016

What's the tax treatment for fantasy football earnings?

Financial Planning Digest | Feb 08, 2016

What clients should know about qualified charitable distributions

Financial Planning Digest | Feb 08, 2016

Proposal seeks consistency in CPE credit increments

Financial Planning Digest | Feb 08, 2016

Trends that will reshape financial planning

Financial Planning Digest | Feb 08, 2016

Clues to finding a missing will

Financial Planning Digest | Feb 08, 2016

Reach out and reassure clients when markets are rocky

Financial Planning Digest | Feb 08, 2016

How student-loan debt affects retirement funding

Financial Planning Digest | Feb 08, 2016


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Podcast: What You Need to Know About Filing Form 8971 for Basis Consistency

Financial Planning Digest | Feb 08, 2016

February Inside Information

Financial Planning Digest | Feb 08, 2016

Access an Extensive Suite of Guides in Personal Financial Planning

Financial Planning Digest | Feb 01, 2016

Podcast: Advising Clients When They Underestimate Retirement Needs

Financial Planning Digest | Feb 01, 2016

Earn Credit Toward Future Dues with the PFS Referral Program

Financial Planning Digest | Jan 25, 2016




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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