PFP Association News


Four Complimentary CPE Webcasts for PFP/PFS Members in 2015

Financial Planning Digest | Apr 23, 2015

PFP/PFS members receive four complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentation materials from all PFP Section-sponsored webcasts are posted for members to our learning library after the live event. Viewing these archived recordings does not qualify for CPE. Not a member? Join the PFP Section and save $50 on your first year of membership when you enter promocode CPALDPFP at checkout.


Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

Financial Planning Digest | Apr 23, 2015

Now that clients are able to see first-hand how ATRA and the net investment income tax within a multi-layered tax environment have impacted them in the short term, smart financial planning requires myriad strategies and multi-year projections. Integrating tax planning into your client's overall financial-planning strategy is critical to achieving long-term favorable outcomes. Join Bob Keebler and Scott Sprinkle for a webcast on May 6 from 1-2:45 p.m. ET covering how CPA financial planners can demonstrate their value to clients by providing guidance, planning and tax expertise in 2015. Register with discounted CPE. (PFP/PFS members, view your weekly PFP News for a free registration link without CPE).


Update Your CPA and/or PFS Descriptions on Part 2 of Your Form ADV

Financial Planning Digest | Apr 20, 2015

Part 2 of Form ADV requires advisers to prepare narrative brochures written in plain English which contain, among other things, information on the educational and business background of management and key advisory personnel of the adviser. The SEC permits, but does not require, advisers to list the professional designations held by such persons. SEC instructions do require, however, that any listing of professional designations held must provide a sufficient explanation of the minimum qualifications required for each designation to allow clients and potential clients to understand the designation's value. Update your CPA and/or PFS descriptions with the latest versions, which have been recently updated for language regarding state boards of accountancies and AICPA standards.


Free financial literacy webcast: 2015 Taxes: Start Your Money Plan Here

Financial Planning Digest | Apr 20, 2015

Your tax return is the road map to your life goals. So don't file it and forget it: Use it. On April 23, 1-2 p.m. ET, Chris Benson, CPA/PFS will show you how in this webcast brought to you by 360 Degrees of Financial Literacy and the AICPA PFP Division. In the context of today's dynamic tax environment, he will explain how you can use your tax return to create a well-rounded comprehensive financial plan. This seminar is free to everyone. CPE is not offered. Register now!


June 2015 PFP Boot Camp in Denver

Financial Planning Digest | Apr 16, 2015

The AICPA's in-person PFP Boot Camp will be held June 17-19 at the offices of the Colorado State Society of CPAs in Denver. Whether you are preparing for the PFS exam or are interested in refreshing your knowledge in estate, retirement, tax, investment and insurance planning, you can benefit from the PFP Boot Camp, which systematically covers the entire body of PFP knowledge in an engaging and practical 3-day class. For more information on all of our PFP Boot Camps, whether they're held in-person, online, or on-demand, visit aicpa.org/pfp/bootcamp.


Post-Tax Season Resources from the PFP Section

Financial Planning Digest | Apr 16, 2015

Congratulations for making it through the first phase of the 2015 tax season! Even though April 15 is behind you, you can still check out relevant resources from the AICPA PFP Section at aicpa.org/PFP/taxseason, including the Tax Return for PFP Checklist, which can help you identify financial planning opportunities from your clients' tax returns, and the Personal Financial Outlook, which can be used to assess and summarize a client's financial situation.


Apply to Volunteer on a PFP Committee by May 15

Financial Planning Digest | Apr 13, 2015

The AICPA has over 100 volunteers who serve on the various Personal Financial Planning committees and task forces, including the PFP Executive Committee and PFS Credential Committee. If you are interested in participating on a committee or task force, log on to Volunteer Central at volunteers.aicpa.org and complete the volunteer application. Please make sure to load a resume or CV when you complete the application.


Nominate a Star Young CPA Personal Financial Planner for a Standing Ovation by Nov. 15

Financial Planning Digest | Apr 13, 2015

The AICPA's Standing Ovation Program recognizes young CPAs in personal financial planning who exhibit exemplary professional achievement. Recipients will be recognized with a press release, on the PFP Section website, in the Advanced PFP Conference brochure and at the conference in January 2016. Nominees must have an active CPA license, AICPA membership in good standing, the CPA/PFS credential, and be age 40 or younger. Partners or managers are encouraged to submit applications on behalf of nominees, but applicants are also permitted to self-nominate with a letter of recommendation from a partner or manager. Nominations are due no later than Nov. 15, 2015.


April Inside Information

Financial Planning Digest | Apr 09, 2015

The April 2015 edition of Inside Information* from Bob Veres covers creative advisers' suggestions for controlling custodial fees in client accounts, the most powerful success factors in the advisory profession explained in simple detail, and a guide to rethinking your pricing model. Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your colleagues would like access to this newsletter service, they can either purchase it directly from Bob Veres or sign up for PFP membership.


Results from the Q1 AICPA PFP Trends Survey on Retirement

Financial Planning Digest | Apr 09, 2015

Results of the Q1 2015 survey on retirement planning concerns are now available at aicpa.org/pfp/trendsurvey. Each quarter, this survey will address trends and issues that CPA financial planners encounter with their clients. The survey results provide data and analysis that CPA financial planners can use to understand trends in the planning industry, enhance relationships with the media and drive awareness of key issues.


Nominate a young star CPA personal financial planner for a Standing Ovation

Financial Planning Digest | Apr 06, 2015

The AICPA's Standing Ovation Program recognizes young CPAs in personal financial planning who exhibit exemplary professional achievement. Recipients will be recognized with a press release, on the PFP Section website, in the Advanced PFP Conference brochure and at the conference in January 2016. To be eligible for this award, a nominee must have an active CPA license, AICPA membership in good standing, and the CPA/PFS credential, and be age 40 or younger. Partners or managers are encouraged to submit applications on behalf of nominees, but applicants are also permitted to self-nominate with a letter of recommendation from a partner or manager. Nominations are due no later than November 15, 2015.


Easily add your PFS credential to LinkedIn with one click

Financial Planning Digest | Apr 06, 2015

Your PFS credential shows that you are more than a financial planner -- you are a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. Why not show it off? You can now add your PFS credential to your LinkedIn profile and showcase your expertise to colleagues, peers, employers, recruiters and more.


AICPA Resources on Third-Party Verifications/Comfort Letters

Financial Planning Digest | Apr 02, 2015

Increasingly, CPAs are receiving requests from clients, lenders, loan brokers, health insurance providers, adoption agencies, regulators, and various other agencies to confirm client information. The AICPA has received several inquiries from CPAs on what are often referred to as "comfort letters" and, therefore, has developed a variety of resources to use when responding to requests for such letters, including a third-party verification toolkit.


Applications for 2015 Leadership Academy

Financial Planning Digest | Mar 30, 2015

The AICPA Young CPA Network is now taking applications for the 2015 Leadership Academy. Applicants should be young CPAs who demonstrate leadership, a strong personal ethic of service, and expanding professional competencies. Expand your leadership opportunities and apply now for the upcoming class or encourage your younger staff and emerging leaders to apply! The deadline to apply is May 31.


Podcast: 1st Quarter Tax and PFP Update with Bob Keebler

Financial Planning Digest | Mar 30, 2015

In this 42-minute video podcast (slides), Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients. Listen to more podcasts from the PFP Section at aicpa.org/pfp/podcasts. Not a member? Join the PFP Section and save $50 on your first year of membership when you enter promocode CPALDPFP at checkout.




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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