PFP Association News

New in the Learning Library: Protecting Your Loved Ones from Financial Fraud
and Abuse

Financial Planning Digest | Dec 05, 2016

Access this consumer-focused webcast recording which will equip you and your clients to protect loved ones from financial fraud and abuse. Topics covered include common scenarios or schemes that abusers use to target their victims and practical steps to take to prevent or identify abuse.

January PFP Conference: PFP Summit: For Leaders Among Leaders

Financial Planning Digest | Dec 05, 2016

This event will host the most experienced minds in the personal financial planning profession. Compare notes with esteemed peers, challenge conventional thinking and shape future legacy. Deepen professional relationships both in and out of the meeting suite with excursions and activities on the event property, and draw inspiration from the tranquil Southern California location of the Terranea resort.

Video Podcast: Post-Election Tax and Financial Planning

Financial Planning Digest | Nov 29, 2016

In this video podcast (download slides), Bob Keebler, CPA/PFS, explains what to watch for in 2017 regarding major tax reform and tax planning opportunities. Keebler explains the implications of a broader income tax base and lower rates beginning next year along with the effects of certain taxes being entirely repealed or eliminated. Also, learn how to hedge economic risk and discover new deferral strategies, including holding out for the lower rates.

Updated for 2016: The CPA's Guide to Social Security Planning

Financial Planning Digest | Nov 29, 2016

The updated guide reflects changes in the file and suspend and restricted application rules. Also, new case studies reflect the limitations and opportunities these changes bring to your clients.

Podcasts: What You Need to Know About the Trump Plan

Financial Planning Digest | Nov 21, 2016

In this podcast series, Bob Keebler, CPA/PFS, and attorney Jonathan Blattmachr discuss the following topics in relation to the new president-elect:

PFS Exam and Review Options

Financial Planning Digest | Nov 21, 2016

Did you know that your firm can save up to $300 if you register more than one person for the PFS exam? Email us at for more information. Also, check out the review dates and options below:

  • PFS Exam -- Register by Dec. 12 to take the exam between Dec. 12 and Jan. 27.
  • Online PFP Boot Camp -- Nov. 21, 28
  • In-person PFP Boot Camp -- Dec. 7-9 in Columbus, Ohio (Call Ohio State Society of CPAs at 800.686.272 to register for PFP discount.)

Nominate a young star CPA/PFS for a Standing Ovation

Financial Planning Digest | Nov 14, 2016

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 so they can nominate worthy candidates with this quick and easy online application by May 1, 2017.

Upcoming webcast: Proactive Year-End Planning After the Election

Financial Planning Digest | Nov 14, 2016

The current economic and political environment has created great uncertainty for CPA financial planners. On Nov. 22, Bob Keebler, CPA/PFS, will cover the tax proposals of the incoming administration and year-end tax and financial planning opportunities under the current law. PFP/PFS section members can access the recorded event in the learning library after the event. Register for the live event here.

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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