PFP Association News

Updated: Elder Planning Resource Page

Financial Planning Digest | Feb 21, 2017

On this page, you can access a wealth of resources and new materials on topics specific to your clients who are aging, including Medicare and health issues, memory loss, elder fraud and abuse, planning ideas, and more.

PFP Trends Survey findings: Divorce and Retirement

Financial Planning Digest | Feb 21, 2017

Read the PFP Trends Survey Key Findings to learn about how divorce affects men and women differently during retirement, as well as specific steps divorced couples can take to plan for retirement. Use this press release and infographic to reach out to your local media outlets about divorce and retirement issues. For more on this topic, access this podcast series.

Broadridge (formerly known as Forefield) Alerts: Digital Deception: Current Trends in Cybercrime and New Retirement Materials Available

Financial Planning Digest | Feb 13, 2017

New Broadridge materials to share with your clients include a client alert on current cybersecurity trends and cybersafety tips, and a concept piece and video on the tax implications of contributions to employer-sponsored retirement plans. View the alerts and new materials by logging in, then access "Adviser Alerts" under the "Adviser Education" tab on the left side of the screen.

2017 PFS Exam Registration is Now Open

Financial Planning Digest | Feb 13, 2017

Take the summer exam from July 1-31, 2017, or the fall PFS exam from Nov. 1-31, 2017. Sign up in advance and receive an early bird 25% discount. The PFS exam is offered at convenient testing centers located across the country. Exam review options are available. Learn more at

Bob Veres Inside Information: Insights from the PFP Summit

Financial Planning Digest | Feb 06, 2017

The latest edition of Inside Information* from Bob Veres includes takeaways from the PFP Summit, and a discussion of why the profession's growth has suddenly slowed. *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 directly from Bob Veres or sign up for PFP membership.

Nominate a star CPA/PFS for a Standing Ovation

Financial Planning Digest | Feb 06, 2017

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. Let others in your firm know that they can submit nominations with this quick and easy online application by May 1.

Article: Reducing Investment Taxes in the New Year

Financial Planning Digest | Jan 30, 2017

In this article, Mark Astrinos, CPA/PFS, presents six proactive planning steps to take now to help clients minimize investment income taxes in 2017, including:

  • Asset location optimization
  • Minimizing or avoiding short-term capital gains
  • Rebalancing in tax-advantaged accounts
  • Timing mutual fund purchases and sales

Bob Veres E-Column: Regulators Amok and the Proper Custodial Rule

Financial Planning Digest | Jan 30, 2017

In this e-column, Bob Veres shares stories of regulatory overreach at the state or SEC level. He addresses the need for volunteers to review custodial documents to identify potential problems and help the profession push back if the language of the documents seems to be shifting responsibilities and potential liability from the custodian to the adviser.

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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