Most Clicked StoriesMore >


What to do with a family limited partnership

Financial Planning Digest | Jul 27, 2015

You and your clients may choose from among several strategies when managing an existing family limited partnership or limited liability company, writes Martin Shenkman, CPA/PFS. These tactics include keeping the current structure, adjusting the investment allocation or eliminating discounts by restating governing documents. WealthManagement.com (U.S.) (07/23)


Should clients buy term or whole life insurance?

Financial Planning Digest | Jul 30, 2015

Is an oil price crash looming?

Financial Planning Digest | Jul 27, 2015

In defense of the 4% rule

Financial Planning Digest | Jul 30, 2015

Trustees: Social Security needs congressional attention

Financial Planning Digest | Jul 27, 2015

The financial toll of "free" long-term care

Financial Planning Digest | Jul 30, 2015

What should you wear to a client meeting?

Financial Planning Digest | Jul 30, 2015

Clinton proposes 6-tier system for capital gains

Financial Planning Digest | Jul 27, 2015

Should clients invest in real estate?

Financial Planning Digest | Jul 27, 2015

How to invest in real property rather than REITs

Financial Planning Digest | Jul 30, 2015


Find Financial Planning Digest Issues by Date:



PFP News More >


The CPA's Guide to Financial and Estate Planning: Volume 2

Financial Planning Digest | Jul 30, 2015

Video Podcast: Top Tax Efficient Pre- and Post-Retirement Strategies

Financial Planning Digest | Jul 30, 2015

Free Session Recordings from the AICPA Advanced PFP Conference

Financial Planning Digest | Jul 27, 2015

Practical Planning for Cash Flows and Withdrawal Strategies in Retirement

Financial Planning Digest | Jul 27, 2015

New Member Discount: Leimberg NumberCruncher Software

Financial Planning Digest | Jul 23, 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.