PFP Association News


Video: Estate Tax Proposals: Clinton vs. Trump -- How to Advise Clients Now

Financial Planning Digest | Jul 25, 2016

In this video, Martin Shenkman, CPA/PFS, discusses the estate tax proposals of presidential candidates Hillary Clinton and Donald Trump, what the impact of each would be, and how to advise clients now.


New Resource Page: Tax Aware Investing

Financial Planning Digest | Jul 25, 2016

A careful consideration of tax efficiency can help clients meet their wealth management goals more easily and preserve more of their wealth. This new resource page contains a variety of technical resources, all of which emphasize ways to reduce taxes on an investment portfolio.


Bob Veres E-Column: Evaluating Partner Performance

Financial Planning Digest | Jul 18, 2016

In this e-column, Bob Veres discusses the delicate but important task of evaluating manager- or partner-level advisers. Such reviews must be handled with care, as they may involve tricky interpersonal situations such as sharing upstream evaluations from subordinates or assigning consequences to advisers who've received negative feedback.


Podcast: Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Financial Planning Digest | Jul 18, 2016

In this video podcast Bob Keebler, CPA/PFS, recaps the second quarter of 2016 case law, private letter rulings, and proposed and enacted legislation.


Upcoming Webcast Series: IRA Planning Workshop with Bob Keebler

Financial Planning Digest | Jul 11, 2016

Back by popular demand from the 2016 Personal Financial Planning Conference, Robert Keebler will lead an eight-hour course that teaches financial planning professionals how to build and maintain successful IRAs for their clients. PFP/PFS section members receive a discount at registration or can access recordings in the PFP Learning Library shortly after the event.


Forefield Alert: 2016 Social Security and Medicare Trustees Reports

Financial Planning Digest | Jul 11, 2016

On June 22, 2016, the Trustees of the Social Security and Medicare trust funds released their annual reports on the financial health of the Social Security and Medicare programs. Forefield's Client Alert discusses report highlights, including Social Security COLA and Medicare premium projections for 2017. PFP/PFS section members can view the alert.


T3 Tech Hub Alert: Preparing for the proposed FinCEN anti-money-laundering rules

Financial Planning Digest | Jul 05, 2016

The mission of FinCEN, a bureau of the United States Treasury Department, is to "safeguard the financial system from illicit use and combat money laundering." A proposed FinCEN rule would require advisers who are registered with the SEC to establish and implement anti-money-laundering programs.


Is your profile current on the CPA/PFS Credential Directory?

Financial Planning Digest | Jul 05, 2016

CPA/PFS credential holders are included in the CPA/PFS Credential Directory, a web resource that allows consumers and industry stakeholders to locate qualified CPA financial planners. Verify your information is correct and make changes on your AICPA My Account Profile webpage.




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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