PFP Association News


Forefield Spotlight: Financial Questions Checklist

Financial Planning Digest | Sep 26, 2016

Discover one of the thousands of Forefield Advisor resources available with your PFP section membership: the Financial Questions checklist. This simple, two-page list contains thought-provoking bullet points to help you uncover what financial topics your clients are concerned about. Use it as an introductory tool to spark an in-depth conversation and help clients make informed financial decisions.


This Week! Free Webcast with CPE: Estate Planning for the 99%

Financial Planning Digest | Sep 26, 2016

In the first event of this webcast series, Steve Siegel, CPA/PFS, will tie in the latest CPA's Guide to Financial and Estate Planning with essential estate planning considerations to discuss with your clients now. PFP/PFS section members can earn free CPE for the event, which takes place Wednesday. PFP/PFS section members can also watch the recording later in our learning library.


PFP Summit: For Leaders Among Leaders

Financial Planning Digest | Sep 19, 2016

It's time to compare notes with esteemed peers, challenge conventional thinking and shape future legacy. Designed for "leaders among leaders," the AICPA PFP Summit will host the most experienced minds in the personal financial planning profession. The summit is a one-of-a-kind occasion to experience an event unlike any conference you have attended in the past. It features A-list attendees and interactive sessions that will prompt lively discussions and networking opportunities with other firm leaders. Draw inspiration from the tranquil location of Terranea, a resort on one of Southern California's most scenic and coveted coastlines, and deepen professional relationships with excursions and activities on the event property. Learn more about the conference from industry leaders including Lyle Benson, CPA/PFS; Michael Goodman, CPA/PFS; Scott Sprinkle, CPA/PFS; and Ted Sarenski, CPA/PFS, by watching these video clips. Additionally, get a feel for the experience by viewing this video (scroll down on right to view "AICPA TV" and click play). Discounts are available for PFP/PFS section members in addition to an early-bird registration rate through Nov. 24.


Podcast: What You Need to Know About Intergenerational Split-Dollar Agreements

Financial Planning Digest | Sep 19, 2016

In this podcast, Bob Keebler interviews attorney Larry Brody about intergenerational split dollar agreements. Topics covered include an overview of an intergenerational split dollar life insurance arrangement, how to advise clients who have these arrangements, and an overview of regulations and recent court rulings on reporting for gift tax purposes.


Bob Veres' Inside Information: Unintended Custody

Financial Planning Digest | Sep 12, 2016

The latest edition of Inside Information from Bob Veres includes the stories "Unintended Custody" and "LTCI Revisited."


Forefield Spotlight: A Woman's Guide to Healthcare in Retirement

Financial Planning Digest | Sep 12, 2016

Women are statistically likely to live longer than men, and therefore they are likely to require more healthcare. You can use this ready-to-present concept piece to discuss healthcare in retirement with your female clients. Also, make sure to check out the comprehensive CPA's Guide to Financing Retirement Healthcare to help answer client questions about topics like Medicare and long-term care coverage.


Forefield Alert: Life Insurance Awareness Month

Financial Planning Digest | Sep 06, 2016

While many Americans recognize that it is important to protect loved ones with life insurance, far too many lack adequate coverage. September's National Life Insurance Awareness Month campaign is intended to prompt Americans to assess their life insurance needs. View the alert.


Podcast Series: Protecting Clients from Financial Fraud and Abuse

Financial Planning Digest | Sep 06, 2016

Helping safeguard a client from financial fraud and abuse is one of the most meaningful services CPAs can provide. In this podcast series from the AICPA Forensic and Valuation Services (FVS) and PFP Sections, CPA experts Martin Shenkman, James Sullivan and Randal Wolverton discuss reasons and motives for elder 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