PFP Association News

Prepare your clients for Medicare Part D decisions

Financial Planning Digest | Oct 24, 2016

Oct. 15 through Dec. 7 marks the annual Medicare Part D (prescription) enrollment period. Your clients' Part D decision needs to be reviewed each year based on their prescriptions. Proactively alert your clients and demonstrate your ability as their trusted adviser. This article provides a summary of everything you and your clients need to know.

Podcast: Q3 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Financial Planning Digest | Oct 24, 2016

In this video podcast, Bob Keebler, CPA/PFS, recaps Q3 happenings, including changes to case law, private letter rulings, and proposed and enacted legislation ranging from the 60-day IRA rollover rule waiver to the exchange of a tax-deferred annuity.

Fall/Winter PFS Exam begins in two months! Registration is open.

Financial Planning Digest | Oct 17, 2016

The fall/winter 2016 PFS exam is offered Dec. 12, 2016, to Jan. 27, 2017, at convenient testing centers located across the country. The 25% early bird discount registration for this window closes on Nov. 12. Preparation options include in-person, online, on-demand, and self-study. Learn more at

Forefield Alert: Oct. 17-21 is National Estate Planning Awareness Week

Financial Planning Digest | Oct 17, 2016

The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it's also an area that is commonly overlooked. Access these Forefield Advisor tools to help educate clients about the importance of estate planning.

New in the Learning Library: Proposed Valuation Discounts: What CPAs
Need to Know

Financial Planning Digest | Oct 10, 2016

In this webcast, Bob Keebler, CPA/PFS, John Porter and Stacy Eastland, JD, report on the Section 2704 valuation regulations recently proposed by the IRS. For more information on these proposed regulations, be sure to access the PFP Division's resource page, which is filled with podcasts and articles on the subject.

Bob Veres' Inside Information: Security for Ransom

Financial Planning Digest | Oct 10, 2016

The latest edition of Inside Information from Bob Veres includes the following stories: The Engagement Revolution; Security for Ransom; and Crowd-Sourcing Professionalism.

Updated for 2016: The CPA's Guide to Financial and Estate Planning, Volume 4

Financial Planning Digest | Oct 03, 2016

This comprehensive publication provides guidance to CPAs advising clients in estate, tax, retirement, investment, and risk management matters, and reflects the planning implications of major tax law changes. Volume 4 covers such topics as asset protection issues and opportunities, portability, planning for the additional Medicare tax and net investment income tax, the Affordable Care Act, and more.

Upcoming Consumer Webcast: Protecting Your Loved Ones from Financial Fraud and Abuse

Financial Planning Digest | Oct 03, 2016

Invite your clients to join you in viewing this free consumer-oriented webcast taking place on Nov. 3, from 1-2 p.m. ET. In this webcast from the AICPA Forensic and Valuation Services and Personal Financial Planning Sections, expert CPAs share advice on how to protect your loved ones from financial fraud and abuse.

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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