PFP Association News

Take Your Career to the Next Level

Financial Planning Digest | May 23, 2016

The demand for CPA financial planners is already high and growing faster than that for general accounting. Add the PFS Credential to your CPA as a way to distinguish yourself from other financial planners and to have access to a community of like-minded professionals. For more information on why the PFS could be right for you, visit here.

Free Sessions Now Available from 2016 Advanced PFP Conference

Financial Planning Digest | May 23, 2016

Access six full session recordings from the 2016 AICPA Advanced PFP Conference for free. The recordings include:

  • Best Planning Ideas Panel
  • 10 Critical IRA Tax Planning Issues
  • The Road Less Traveled (Rethinking Asset Allocation)
  • Medicare
  • Selected Gems From the Retirement Planning Guide
  • Planning for the Next Generation of Affluence
Video and audio recordings, as well as presentation materials from the conference, are available from AICPA Conferences for free for registered conference attendees and for a fee for others.

New Resource Page: Elder Planning and Life Transitions after Retirement

Financial Planning Digest | May 16, 2016

CPA financial planners are in the business of helping clients address life transitions, which do not stop at retirement. Elder planning often involves navigating complicated health care and housing issues. The PFP Section has created a new resource center to equip you to discuss these important issues with your clients. Content will be added throughout the year, including a new practice guide.

Upcoming Free CPE Webcast: Top Financial and Tax Planning Ideas

Financial Planning Digest | May 16, 2016

The permanence of the 2013 tax increases highlights a growing investment reality: It isn't what you earn that counts but what you keep after taxes. Tax is a bigger drag on investment performance than commissions or management fees. Over the long haul, taxes can wreck client returns -- or they can be a source of adviser-alpha. On May 18, 1-2:45 p.m. ET, Bob Keebler, CPA/PFS, will provide 50 ideas to generate Income Tax Alpha. Register for free with CPE for PFP Section members, inclusive of PFS credential holders.

New in the Learning Library

Financial Planning Digest | May 09, 2016

Following the demise of the estate tax for most clients, CPA financial planners can better serve clients by creating a plan tailored to protect them as they age or cope with chronic illness or disability. In this webcast, Martin Shenkman, CPA/PFS discusses how to approach the planning process through a new lens and shares strategies to protect your clients and their financial situation.

Don't Miss the AICPA Conference on Tax Strategies for the High-Income Individual

Financial Planning Digest | May 09, 2016

This year's AICPA Conference on Tax Strategies for the High-Income Individual features an all-star cast of renowned experts and thought leaders offering timely insights, solid strategies and valuable ideas over two intensive days of interaction. The conference will cover a myriad of timely tax-related subjects while zeroing in on the latest income and estate tax changes. CPAs, financial planners and other professionals who are responsible for helping their clients retain and transfer wealth are all welcome to attend. PCP/PFS and Tax Section members receive an additional $100 off the already-reduced AICPA member price.

May 17: Planning Opportunities from Your Client's Form 1040

Financial Planning Digest | May 02, 2016

Your clients' tax returns are brimming with opportunities for you, as their CPA, to provide valuable services they need. This strategic session will help you use your clients' tax returns for a snapshot of their current financial situation and to begin a closer relationship to cover all of their financial planning needs, including tax, retirement, estate, investments and insurance/risk management. On May 17 from 11 am-12 ET, Bob Keebler, CPA/PFS, and Brooke Salvini, CPA/PFS, will lead you section-by-section through the tax return and provide guidance on the application of key strategies and the best time throughout the year to implement them. Discounted CPE is available for PFP/PFS members. PFP/PFS members can access the archive post live event in the PFP Learning Library.

Apply to the 2016 Leadership Academy

Financial Planning Digest | May 02, 2016

For the eighth consecutive year, the AICPA is hosting a Leadership Academy. Over the four-day course, which takes place Oct. 2-6, 2016, candidates will be able to participate in interactive sessions designed to teach strategic planning and personal success skills -- including communication and delegation for handling complex management challenges. More than 200 CPAs have participated in the Leadership Academy. The academy is open to any licensed CPAs who are:

  • Voting Members
  • Between the ages of 25 and 35
To apply, candidates are asked to submit their resume, licensure information, professional volunteer activities, awards/honors and an essay explaining why participation would be personally important to them. The deadline to apply is May 31, 2016.

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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