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Will Social Security benefits actually run out?

Financial Planning Digest | May 04, 2015

The idea that Social Security benefits will be eliminated or significantly reduced has become widespread, but the doomsayers may not be correct. As the baby boomers age, the senior lobby in Washington will become larger and more powerful, making it less likely that Social Security will be imperiled. In fact, a small uptick in the payroll tax could protect Social Security benefits for a century, says Michael Kitces. Use The CPA's Guide to Social Security Planning, available from the AICPA PFP Section, to appropriately plan for your clients. Financial-Planning.com (04/29)


Tips for establishing domicile in a new state

Financial Planning Digest | May 04, 2015

The most critical time for IRA holders

Financial Planning Digest | May 04, 2015

Expanded FAQ provides guidance for following AICPA PFP standard

Financial Planning Digest | Apr 30, 2015

Senate committee approves 3 changes to 529 plans

Financial Planning Digest | Apr 30, 2015

Most Americans regret the way they paid for college

Financial Planning Digest | Apr 30, 2015

Planning mistakes can threaten an S corporation's status

Financial Planning Digest | Apr 30, 2015

Teach kids early on how to manage money

Financial Planning Digest | May 04, 2015

What taxpayers need to know about FATCA

Financial Planning Digest | May 04, 2015

Some affluent millennials use robos for retirement planning

Financial Planning Digest | Apr 30, 2015


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Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

Financial Planning Digest | May 04, 2015

Scholarship to Attend the AICPA Advanced Estate Planning Conference

Financial Planning Digest | May 04, 2015

Why CPA/PFS?

Financial Planning Digest | Apr 30, 2015

Webcast: Tax Impacts of Decanting

Financial Planning Digest | Apr 30, 2015

From Tax Preparer to Financial Planner: The Road Best Traveled

Financial Planning Digest | Apr 27, 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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