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October 2, 2012
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  Top Story 
  • Advisory industry is on the mend, survey finds
    Top advisory firms are raising fees to create stable businesses, sharpening their focus on business development and marketing, and beginning to use customer segmentation to rationalize their service models, according to the 2012 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms. The survey found that top performers were more productive and efficient than peers, with 38% more active clients per professional and expenses per client that were 11% lower. InvestmentNews (free registration) (9/26) LinkedInFacebookTwitterEmail this Story
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  Industry News and Trends 
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  Estate & Elder Planning 
  • Estate planning complicated by tax uncertainty
    Uncertainty about what will happen with the estate tax at the end of the year has frustrated planning in this area. If Congress fails to act, 14.7 million U.S. households would have a potential estate tax liability, with the average tax due for these families being $1.4 million, according to an analysis by LIMRA. AdvisorOne (9/26) LinkedInFacebookTwitterEmail this Story
  • Other News
  Retirement, Investment & Insurance Planning 
  • Affluent investors feel optimistic despite market volatility
    A Merrill Lynch Wealth Management survey finds that affluent investors are feeling more optimistic about the foreseeable future despite the realization that market volatility is not going away. These investors report paying down debt and controlling spending as the reasons for their optimism and say they feel better prepared to cope with the unexpected. Financial Advisor online (9/27), AdvisorOne (9/27) LinkedInFacebookTwitterEmail this Story
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  Tax Topix 

  • Planning for possible major changes in Coverdell accounts
    Tax advantages of the Coverdell Education Savings Account could be eliminated if the Bush tax cuts aren't extended. Families should try to use them for qualified expenses for kindergarten through college education before Dec. 31, possibly by prepaying next year's tuition or buying books, supplies, tutoring services or even personal computers and Internet access. Morningstar Advisor (9/2012) LinkedInFacebookTwitterEmail this Story
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  You and Your Practice 
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  AICPA PFP News 
  • Download September/October issue of Planner
      
    The latest issue of Planner includes articles on responding to an aging population, the 3.8% Medicare surtax, eliminating chaos in your practice, using a tablet for productivity, the Advanced PFP conference and more. Planner is a bimonthly publication available free to AICPA PFP/PFS members ($200 annual PFP dues) and for sale to nonmembers ($185 for an annual subscription). Not a PFP member? Join the PFP Section today and save $50 on your first year of membership when you enter promo code CPALDPFP at checkout. LinkedInFacebookTwitterEmail this Story


  • AICPA Sophisticated Tax Planning for Your Wealthy Clients Conference
      
    Don't miss the AICPA Sophisticated Tax Planning for Your Wealthy Clients Conference, Oct. 22 and 23 in New York. PFP/PFS members save an additional $50 off the AICPA member price! Download the brochure to learn about the expert speakers and sessions, including moves clients can still make in 2012, traps to avoid in 2013 planning, new planning strategies in light of health care reform, tips for representing high-net-worth clients in an audit, Social Security strategies for optimizing your clients' benefits, a panel discussion on navigating through turbulent estate tax waters and much more. LinkedInFacebookTwitterEmail this Story

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  SmartQuote 
Worry does not empty tomorrow of its sorrow; it empties today of its strength."
--Corrie ten Boom,
Dutch writer


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About the PFP Section
The AICPA's Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning and advice to their individuals and closely held entities. The PFP Section’s primary objective is to support its members by providing resources that enable them to perform valuable personal financial planning services in the highest professional manner. Members of this section broaden their technical expertise, improve their professional competence and receive resources to deliver high-quality, profitable PFP services. All AICPA members, generally, are eligible to join the PFP Section.
 
About the PFS Credential
The Personal Financial Specialist credential distinguishes CPAs as having demonstrated that they have the subject matter expertise and experience necessary to deliver financial planning services of the highest, as well as the CPA's traditional hallmarks of uncompromising objectivity, integrity and adherence to the AICPA's Code of Professional Conduct. CPA/PFS credential holders demonstrate their expertise through financial planning education, experience and testing.

 
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