PFP Association News

Nominate a star CPA/PFS for a Standing Ovation

Financial Planning Digest | Mar 27, 2017

The AICPA's Standing Ovation Program recognizes young CPAs in personal financial planning (including estate, retirement, investment, risk management/insurance and tax planning) who exhibit exemplary professional achievement. Help spread the word to others in your firm that they can submit nominations with this quick and easy online application by May 1, 2017.

2017 Pre-Conference Workshops at Engage: Four specialized learning opportunities

Financial Planning Digest | Mar 27, 2017

Learn from nationally recognized speakers and programs at one of the Advanced PFP Conference pre-conference workshops. Add one of the workshops to your Engage registration. Early bird rates for Engage are good through April 28. There is a PFP Section member/PFS credential holder discount.

Bob Veres Media Reviews: Taboo IRA Investments and Coordinating the Elder Care Players

Financial Planning Digest | Mar 20, 2017

Read Bob's write-ups of articles appearing in March's Financial Planning magazine, including summaries of such highly relevant pieces as "Coordinating the Players" (an article on elder care) by Martin Shenkman and "Taboo IRA Investments" by Ed Slott.

Broadridge (formerly known as Forefield) Alert: Deadline for Making 2016 IRA Contributions

Financial Planning Digest | Mar 20, 2017

Use this new Client Alert to help you inform your clients that there's still time to make IRA contributions for 2016. For most taxpayers, the contribution deadline for 2016 is April 18, 2017. To access the alert, log in to Broadridge and then click on Advisor Education, then Advisor Alerts on the left side of your screen.

PFS Holders: Save on dues

Financial Planning Digest | Mar 13, 2017

CPA/PFS credential holders who refer a CPA to either obtain the CPA/PFS credential or sit for the PFS exam are eligible to earn a 100% credit on upcoming PFS credential dues. April 1 is the deadline for anyone aiming for a credit on the dues invoice this summer. Learn more about how to qualify and what to discuss with potential credential holders.

Bob Veres Media Reviews: The New Era of Estate Planning

Financial Planning Digest | Mar 13, 2017

Read Bob's write-ups of articles in March's Investment Advisor magazine, including such highly relevant pieces as "The New Era of Estate Planning" by Nancy Hermann and "The Valuation Conundrum" by Mark Tibergien. Access other editions of media reviews, Inside Information and e-columns.

PFP Guides: An opportunity to dive deep into PFP topics

Financial Planning Digest | Mar 06, 2017

As a member of the PFP/PFS section, you have access to 9 technical guides to help you provide advice on estate, Social Security, tax, retirement, health care in retirement, investment and risk management issues. Save time by using these guides as an easy reference. You can access all of the guides in the online professional library.

Podcast: Technology Trends in 2017 for CPA Financial Planners

Financial Planning Digest | Mar 06, 2017

In this podcast, expert Joel Bruckenstein covers the top technology trends in 2017 that impact your practice, with cybersecurity concerns topping the list. Other trends include robo-adviser 2.0, convergence and client acquisition marketing.

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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