Most Clicked StoriesMore >


5 important requirements for updating estate plans

Financial Planning Digest | Jan 17, 2017

Estate plans should be reviewed periodically, particularly if clients have had life changes such as marriage or divorce. The review process should focus on beneficiary designations, account titles and other issues. For more information on estate planning, PFP/PFS members can download four volumes of the popular resource The CPA's Guide to Financial and Estate Planning. MarketWatch (01/12)


These factors could affect Social Security benefits

Financial Planning Digest | Jan 17, 2017

The benefits of calling yourself a CPA financial planner

Financial Planning Digest | Jan 17, 2017

AICPA releases updated information for financial planners

Financial Planning Digest | Jan 17, 2017

Chamber of Commerce wants to eliminate 401(k), IRA required minimum distributions

Financial Planning Digest | Jan 17, 2017

Longer life spans require revised retirement planning

Financial Planning Digest | Jan 17, 2017

Tax preparers face new 2-step email scam

Financial Planning Digest | Jan 17, 2017

Till death do us part: Dealing with carryovers when a spouse dies

Financial Planning Digest | Jan 17, 2017

Bond durations overstate their sensitivity to rate hikes, analysis finds

Financial Planning Digest | Jan 17, 2017

Will Trump take aim at the fiduciary rule?

Financial Planning Digest | Jan 17, 2017


Find Financial Planning Digest Issues by Date:



PFP News More >


Podcast: Divorce Later in Life: Strategies for CPAs to Discuss with Clients

Financial Planning Digest | Jan 17, 2017

Tax Reform Resource Center

Financial Planning Digest | Jan 17, 2017

Forefield Alert: Rising Rates: The Fed Takes Next Step Toward Normal

Financial Planning Digest | Jan 09, 2017

Wednesday! Advising Clients on Social Security in 2017

Financial Planning Digest | Jan 09, 2017




Sign up for Financial Planning Digest



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

Recent Poll view more polls


By 2020, where do you think the profession needs to be on the technology-adoption curve?

Chart.