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Why CPAs should consider offering estate planning services

Financial Planning Digest | Mar 23, 2015

CPAs tend to have close, long-term relationships with their clients, so it makes sense for them to offer estate planning services. These services give CPAs another way to add value for their clients while building stronger bonds with clients' relatives and improving retention rates. The AICPA PFP Section offers a robust suite of estate planning resources, including The CPA's Guide to Financial and Estate Planning. CPA Insider (03/23)


How advisers can plan for clients' long-term care -- without insurance

Financial Planning Digest | Mar 23, 2015

Don't ignore these retirement planning options

Financial Planning Digest | Mar 23, 2015

Estate planning for newlyweds: Unromantic but vital

Financial Planning Digest | Mar 26, 2015

How to simplify estate planning for a surviving spouse

Financial Planning Digest | Mar 23, 2015

Should clients use deferred-income annuities?

Financial Planning Digest | Mar 26, 2015

Stronger dollar could affect Fed's rate-hike plan

Financial Planning Digest | Mar 23, 2015

Why fixed annuities aren't really free

Financial Planning Digest | Mar 23, 2015

SEC's White discusses fiduciary rule, third-party exams

Financial Planning Digest | Mar 26, 2015

IRS issues guidance on the ACA for this tax season

Financial Planning Digest | Mar 23, 2015


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Save the Dates! 2015 Webcast Calendar

Financial Planning Digest | Mar 26, 2015

Free financial literacy webcast: 2015 Taxes: Start Your Money Plan Here

Financial Planning Digest | Mar 26, 2015

Register for June 2015 PFP Boot Camp in Denver

Financial Planning Digest | Mar 23, 2015

Summer PFS Exam Dates

Financial Planning Digest | Mar 23, 2015

Podcast: Additional Distributions From IRA

Financial Planning Digest | Mar 19, 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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