Most Clicked StoriesMore >


Tips for helping clients pick beneficiaries

Financial Planning Digest | Feb 23, 2015

CPAs play a key role in making sure clients pick the right beneficiaries during the estate planning process. It's important to make sure beneficiaries are updated after major life events, to help clients understand the implications of their choices and to check tax apportionments. The CPA's Guide to Financial and Estate Planning from the AICPA PFP Section covers beneficiary considerations and other key estate planning issues in depth. Four free chapters are available to nonmembers. CPA Insider (02/23)


Taxpayers receive incorrect 1095-A forms

Financial Planning Digest | Feb 23, 2015

Public employment can affect Social Security benefits

Financial Planning Digest | Feb 23, 2015

Legal pros share estate planning pitfalls

Financial Planning Digest | Feb 23, 2015

A look at the unintended consequences of the kiddie tax

Financial Planning Digest | Feb 23, 2015

Yellen: Interest rate hike isn't imminent

Financial Planning Digest | Feb 26, 2015

New Repair Regs Resources

Financial Planning Digest | Feb 26, 2015

The perks of cash-balance retirement plans

Financial Planning Digest | Feb 26, 2015

Think twice before making a trust the beneficiary of an annuity

Financial Planning Digest | Feb 26, 2015

How a Social Security shortfall would affect Gen Xers

Financial Planning Digest | Feb 23, 2015


Find Financial Planning Digest Issues by Date:



PFP News More >


New Repair Regs Resources

Financial Planning Digest | Feb 26, 2015

Advanced PFP Conference Video/Audio Recordings and Materials Available

Financial Planning Digest | Feb 26, 2015

Nominations for Sidney Kess Award for Excellence in Continuing Education

Financial Planning Digest | Feb 23, 2015

"Repair regs" webcast and resources

Financial Planning Digest | Feb 23, 2015

Tax Season Resources From the AICPA PFP Division

Financial Planning Digest | Feb 19, 2015




Sign up for Financial Planning Digest



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

Recent Poll view more polls


How do you accurately calculate cost basis when purchase information is unknown or when securities have complicated histories?

Chart.