PFP Association News

New PFS Exam Practice Questions

Financial Planning Digest | May 22, 2017

Practice questions and case studies for the PFS exam are now available (previously available with the review CPE course). Access hundreds of practice questions on all topics of the PFS exam including the new areas of elder and education planning in printed form or online. Practice stand-alone multiple choice questions, case studies and questions, and calculator questions. Go to the AICPA Store for more information.

Broadridge Alert: New Materials Available

Financial Planning Digest | May 22, 2017

Broadridge has announced the release of a new concept video and two new concept pieces. The latest video provides an overview of the three primary benefits of dollar-cost averaging. The first new concept piece presents six steps pre-retirees might consider before beginning distributions from their employer-sponsored retirement savings plan. The second new concept piece discusses why robo advisers may not be able to fully address the needs of investors. Log in to view these new materials.

New Resources on the American Health Care Act

Financial Planning Digest | May 15, 2017

In this podcast, Ted Sarenski, CPA/PFS, discusses how the American Health Care Act, passed by the House of Representatives on May 4, will impact individual and business-owner clients. Access this new Broadridge Advisor client alert as a way to start conversations with clients on this topic. In this audio clip (courtesy of LISI), Bob Keebler, CPA/PFS, reports on the income tax provisions included in the bill.

Bob Veres' Inside Information: "The Bear Down the Road"

Financial Planning Digest | May 15, 2017

In the newest article in Inside Information* from Bob Veres, "The Bear Down the Road," two speakers from the recent IMCA conference use very different metrics to explain why we are about to experience a bear market. *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.

Podcast: Tax Reform Proposal from the Trump Administration

Financial Planning Digest | May 08, 2017

In this podcast, Bob Keebler outlines the broad principles for tax reform as proposed by the Trump administration. Find out what the proposed changes are, what they may mean for your clients and strategies to consider in tax and financial planning. Stay updated on the latest developments and news in tax reform at the AICPA Tax Reform Resource Center.

Broadridge Advisor Training Videos

Financial Planning Digest | May 08, 2017

A complimentary subscription to Broadridge Advisor ($499 value) is one of the most robust benefits of a PFP section membership. This tool contains thousands of ready-to-go presentations, client alerts, calculators and more to help you communicate effectively with your clients and prospects on timely and technical topics. Make the most of your subscription by watching these short training videos.

Don't Miss These Recognition Opportunities for CPAs

Financial Planning Digest | May 01, 2017

Nominations are due by May 5 for young CPA/PFS credential holders to receive a Standing Ovation, which recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning. Applications are also due by May 5 for the P. Thomas Austin Personal Financial Planning Division Scholarship, which covers the registration fee and travel expenses of an emerging CPA to attend the 2017 Advanced Estate Planning Conference (June 13-15 in Las Vegas).

Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Financial Planning Digest | May 01, 2017

In this video podcast (download slides), Bob Keebler, CPA/PFS, recaps the first quarter of 2017 case law and private letter rulings, as well as proposed and enacted legislation.

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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