PFP Association News


Take the Summer 2016 PFS Exam at no charge!

Financial Planning Digest | Apr 25, 2016

Purchase a PFS exam review option at the same time as your first-time registration for the Summer 2016 PFS Exam and the exam will be free! The following review options are included in this promotion:

  • Online PFP Boot Camp Bundle (June 6, 13, 20, 27)
  • In-Person PFP Boot Camp in Denver (June 22-24)
  • Archived recording of the PFP Boot Camp without CPE (Anytime)
  • Self-Study PFS Exam Review Course (Anytime)
Include the review product and the summer exam in your shopping cart on CPA2BIZ.com to get your free exam. Email us at financialplanning@aicpa.org with any questions or to receive instructions for the in-person PFP Boot Camp in Denver.


Forefield Alert: New Concept Pieces Focus on Financial Concerns of Same-Sex Couples

Financial Planning Digest | Apr 25, 2016

As a member of the PFP Section (inclusive of CPA/PFS credential holders), you have access to new Forefield Advisor resources. This month, Forefield released new concept pieces to the Presentation Center, all focusing on the financial concerns of same-sex couples. These resources include:

  • Estate Planning for Same-Sex Couples
  • Retirement Benefits for Same-Sex Couples
  • Marriage and Money: Six Tips for Same-Sex Couples


Webcast: Later Life Planning: New Services to Offer Aging Clients

Financial Planning Digest | Apr 18, 2016

CPA financial planners can better serve clients by creating a plan tailored to protecting them as they age or cope with chronic illness or disability. On April 27 from 1-2:45 p.m. ET, Martin Shenkman, CPA/PFS, will share ways to approach the planning process through a new lens and strategies to protect your clients and their finances. This webcast is free with CPE for PFP/PFS members; discounted CPE is available for AICPA, Tax Section and PCPS members. Register now.


Apply to Volunteer on a PFP Committee

Financial Planning Digest | Apr 18, 2016

The AICPA has many volunteers who serve on the PFP Executive Committee, PFS Credential Committee and PFP task forces. If you are interested in participating on a committee or task force, please log on to Volunteer Central at volunteers.aicpa.org and complete the volunteer application, including loading your resume or CV. Send any questions to financialplanning@aicpa.org. Our volunteers are what make the AICPA the great organization it is, so please consider serving on one of our committees or task forces.


Forefield Alert: This Is National Retirement Planning Week

Financial Planning Digest | Apr 11, 2016

National Retirement Planning Week begins today, and it's the perfect time to advise your clients on a variety of retirement planning issues. Forefield Advisor offers several concept pieces, presentations and seminars that you may find useful in communicating with your clients and prospects during this week, including:

  • Saving for Retirement
  • Women and Retirement Planning
  • Basic Retirement Planning
  • Retirement Basics
And don't forget Forefield's Retirement Plan Participant Resource Center! To learn more about National Retirement Planning Week, visit the website. View the alert.


Scholarship to Attend the Advanced Estate Planning Conference

Financial Planning Digest | Apr 11, 2016

The P. Thomas Austin Personal Financial Planning Division Scholarship covers the registration fee and travel expenses of an emerging* CPA to attend the 2016 Advanced Estate Planning Conference (July 18-20 in Washington, D.C.), including the pre-conference on the fundamentals of estate planning with Jeremiah Doyle and Missy Vaselaney. In addition, there will be networking opportunities with seasoned estate planners available throughout the conference. Learn more about the requirements and complete an application by June 1 to be considered. *For purposes of this scholarship, an emerging CPA is a practitioner with five to 15 years of experience as a CPA and a novice-level experience of less than five years specifically in estate planning through practice or relevant membership organization.


Resources to Prepare for the PFS Exam This Summer

Financial Planning Digest | Apr 04, 2016

The need for objective advice in tax, estate, retirement, investment and risk management/insurance planning continues to grow. So here's a chance to refresh your skills and earn the PFS credential this summer. The PFP Boot Camp is available as an interactive classroom experience in Denver (24 hrs. of CPE), as an online class in June (20 hrs. of CPE), or as an on-demand recording (no CPE). Get started today at www.aicpa.org/pfp/bootcamp.


Podcast: Creative Uses for Single Member Disregarded LLCs

Financial Planning Digest | Apr 04, 2016

In this podcast, Martin Shenkman, CPA/PFS, shares creative applications and how-to strategies for single-member limited liability companies (LLCs) as well as cautionary examples of when not to use them. Single-member disregarded LLCs are typically used to carry out an activity without triggering a requirement to file a tax return. However, they can be beneficial in many other instances, including asset protection, family management, business succession planning, charitable and other income and estate-planning strategies.




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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