PFP Association News


Audio Clip: Treasury Updates 2015-2016 Priority Guidance Plan

Financial Planning Digest | Aug 29, 2016

Bob Keebler, CPA/PFS, reports on the highlights of the Treasury Department's fourth quarter update to its 2015-2016 Priority Guidance Plan. The text of the update can be found here. Listen to the audio clip here, courtesy of Leimberg Information Services, Inc.


Updated for 2016:The CPA's Guide to Financial and Estate Planning, Volume 3

Financial Planning Digest | Aug 29, 2016

The 2016 edition of one of the most popular PFP/PFS member benefits is now here. Volume 3 covers such topics as planning for marriage, separation, divorce, nontraditional couples and the elderly and disabled; investment and financial planning strategies and vehicles; year-end and new-year tax planning, maximizing deductions and reducing taxes; Social Security benefits; Medicare and Medicaid; and more.


Podcast: The State of Social Security

Financial Planning Digest | Aug 22, 2016

In this podcast, Ted Sarenski, CPA/PFS, discusses the recently issued Social Security trustees report, the projected health of Social Security, an overview of recommendations made to lawmakers to address concerns over the longevity of the program, and related topics to discuss with your clients during the financial planning process.


Podcast Series: Education Planning

Financial Planning Digest | Aug 22, 2016

In this 2-part video podcast series, Bob Keebler, CPA/PFS, covers what you need to know to advise clients about funding education, including:

  • Strategies for saving for college
  • Overview of FAFSA and its impact on the overall education plan
  • Tuition deductions and credits
  • Gift planning


Bob Veres Media Reviews: The Gravedigger's Dilemma

Financial Planning Digest | Aug 15, 2016

Bob Veres Media Reviews are designed to save PFP/PFS section members hours of reading time each month -- freeing up time for more productive activities. Read Bob's write-ups of highly relevant articles in August's Investment Advisor magazine.


Don't Miss Your Member Benefit: Forefield Advisor

Financial Planning Digest | Aug 15, 2016

Forefield Advisor is more than just the alerts you see in PFP News: It's a continuously updated, web-based business development, education and client communication tool. You can use any of the 3,000 resources it provides to compile presentations, concept pieces and communications that uniquely fit your clients' needs.


Podcast: How Private Decanting Can Benefit Your Clients

Financial Planning Digest | Aug 08, 2016

In this podcast, Bob Keebler interviews Steve Oshins on private decanting, including such topics as the concept of decanting, reasons to decant a trust, how private decanting works, and how it can increase privacy for the trust owner.


PFP Trends Survey: Response Requested by Aug. 31

Financial Planning Digest | Aug 08, 2016

The current PFP Trends Survey is now open. Please give us your perspective! This survey is focused on retirement and other client issues. The results of the survey will be used to create media message points that will demonstrate the importance of CPAs in their clients' financial planning relationships and raise awareness in the CPA community.


Updated for 2016: The CPA's Guide to Financial and Estate Planning, Volume 2

Financial Planning Digest | Aug 01, 2016

The 2016 edition of one of the most popular PFP/PFS member benefits is now available. Volume 2 covers such topics as annuities, wills, the selection and appointment of fiduciaries, postmortem planning, and planning for executives, professionals and business owners.


Bob Veres Media Reviews: Igniting the Corporeal/Cognitive Spark

Financial Planning Digest | Aug 01, 2016

Bob Veres Media Reviews are designed to save you hours of reading time each month -- giving you time for more productive activities. Read Bob's write-ups of highly relevant articles in July's Financial Advisor magazine.




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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