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Supreme Court upholds ACA exchange subsidies

Financial Planning Digest | Jun 25, 2015

The U.S. Supreme Court today upheld federal subsidies under the Affordable Care Act for people buying insurance through the federal insurance exchange, HealthCare.gov. The 6-3 opinion in King v. Burwell was written by Chief Justice John Roberts. The decision confirms that people qualify for subsidies whether they buy health plans through state or federal exchanges. NBC News (06/25) The New York Times (tiered subscription model) (06/25)


Beneficiaries of inherited IRAs often miss out on deduction

Financial Planning Digest | Jun 25, 2015

Same-sex marriage ruling clarifies financial issues

Financial Planning Digest | Jun 29, 2015

Married couples face financial pros and cons

Financial Planning Digest | Jun 29, 2015

Rolling over retirement savings isn't always the right move

Financial Planning Digest | Jun 25, 2015

Which states are most income-tax friendly for retirees?

Financial Planning Digest | Jun 25, 2015

Updates to Social Security and Retirement Health Care Planning Guides

Financial Planning Digest | Jun 29, 2015

Guidance for transferring brokerage account assets

Financial Planning Digest | Jun 29, 2015

Sen. Paul unveils plan to scrap tax code

Financial Planning Digest | Jun 25, 2015

Tips for preventing elder financial abuse

Financial Planning Digest | Jun 29, 2015


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AICPA Guidance on Holding Out as "Fee-Only"

Financial Planning Digest | Jun 29, 2015

Updates to Social Security and Retirement Health Care Planning Guides

Financial Planning Digest | Jun 29, 2015

Podcast: Advising Clients on When and How to Update Estate Planning Documents

Financial Planning Digest | Jun 25, 2015

Podcast: IRAs and Prohibited Transactions

Financial Planning Digest | Jun 25, 2015

Free resources to transition from tax preparer to financial planner

Financial Planning Digest | Jun 22, 2015




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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

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