PFP Association News


Podcast: Divorce Later in Life: Strategies for CPAs to Discuss with Clients

Financial Planning Digest | Jan 17, 2017

In a podcast on "gray divorce," Janice Green discussed unique factors and financial considerations and how CPAs can add value to the divorce process as a trusted adviser. In this second podcast, Janice discusses the financial principles and asset attributes that are significant in the gray divorce, including red flags and strategies to discuss with clients who may be considering divorce after age 50.


Tax Reform Resource Center

Financial Planning Digest | Jan 17, 2017

Tax reform looks to be likely in the 2017-2018 time frame. The AICPA Tax Reform Resource Center will help you make sense of new and proposed legislation as it becomes available. Bookmark the site and visit often for regular updates and guidance.


Forefield Alert: Rising Rates: The Fed Takes Next Step Toward Normal

Financial Planning Digest | Jan 09, 2017

On Dec. 14, the Federal Open Market Committee voted unanimously to raise the federal funds rate by 0.25% to a range of 0.50% to 0.75%. This Forefield Client Alert puts the rate increase in context, and explains what the change means to investors and consumers.


Wednesday! Advising Clients on Social Security in 2017

Financial Planning Digest | Jan 09, 2017

The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. In this webcast on Jan. 11 from 1 to 3 p.m. ET, Ted Sarenski, CPA/PFS, will share the latest on Social Security when it comes to planning for your individual clients. Register here.




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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