Financial Planning DigestDesigned 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.&nbsp;Click&nbsp; <a href='http://www.smartbrief.com/pfp/index.jsp?sb_code=rss'>here</a> to subscribe.http://www.smartbrief.com/news/pfp?sb_code=rsshttp://www.smartbrief.com/images/homepage/hed-smartbrief.gifFinancial Planning Digesthttp://www.smartbrief.com/news/pfp?sb_code=rssen-us21 May 2013 09:59:37 CDTHealth care costs are forecast to declinehttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D1B2395EE-366D-40AF-866B-56B797C9D4AD%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D1B2395EE-366D-40AF-866B-56B797C9D4AD%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssA report by Fidelity Investments says health care for a hypothetical 65-year-old couple retiring this year will cost them $22 -More- 

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]]>21 May 2013 09:59:37 CDTTop StoryAICPA Council votes to offer specialized credentials internationallyhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DDD2E3646-1D39-480F-B4F1-BE54B3673302%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DDD2E3646-1D39-480F-B4F1-BE54B3673302%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssThe AICPA governing Council on Monday voted to adopt a resolution that will make members of certain qualified accounting bodi -More- ]]>21 May 2013 09:59:37 CDTIndustry News and TrendsSEC cost-benefit requirement bill clears House, but Senate passage unlikelyhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD383CF06-3376-405E-A307-9F486B449D4E%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD383CF06-3376-405E-A307-9F486B449D4E%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssThe House of Representatives has passed a bill, put forward by Rep.  -More- ]]>21 May 2013 09:59:37 CDTIndustry News and TrendsSEC chief defends agency budget increase as necessary to fund adviser examshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D834EE113-4CBA-4AA8-BF68-D5CE7793E791%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D834EE113-4CBA-4AA8-BF68-D5CE7793E791%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssMary Jo White, the new head of the Securities and Exchange Commission, defended her budget in recent testimony before the Hou -More- ]]>21 May 2013 09:59:37 CDTIndustry News and TrendsHouse subcommittee to discuss draft of bill requiring SEC, DOL collaboration on fiduciary ruleshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7F345B65-9A8F-4191-BB8F-5DC4727E57F9%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7F345B65-9A8F-4191-BB8F-5DC4727E57F9%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drss -More- ]]>21 May 2013 09:59:37 CDTIndustry News and TrendsA delicate balance: Reconfiguring trust assets under the new tax lawshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D78154A9F-BA31-471A-B452-6C342E94E291%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D78154A9F-BA31-471A-B452-6C342E94E291%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssThe tax implications of the "fiscal cliff" legislation, which imposed higher tax rates and changed the estate tax rules, coul -More- ]]>21 May 2013 09:59:37 CDTEstate & Elder PlanningHow to keep the peace in estate planninghttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DF7CB0434-22C8-4159-BEC1-BFC68CCB0948%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DF7CB0434-22C8-4159-BEC1-BFC68CCB0948%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssWhile the new tax laws offer more finality for estate planners, failure to prepare family members could lead to a feud over i -More- ]]>21 May 2013 09:59:37 CDTEstate & Elder PlanningAdvisers: How to be attuned to cognitive decline in aging clientshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D9BA7F91E-2712-4A4A-916E-58E95722213B%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D9BA7F91E-2712-4A4A-916E-58E95722213B%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drss -More- ]]>21 May 2013 09:59:37 CDTEstate & Elder PlanningDon't let bucket strategies conflict with investment goalshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7B795819-B5C3-416D-AC9E-F770923D0DD5%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7B795819-B5C3-416D-AC9E-F770923D0DD5%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssBucket strategies that tie assets to particular goals or purposes as a form of mental accounting can help clients stick with  -More- ]]>21 May 2013 09:59:37 CDTRetirement, Investment & Insurance PlanningJPMorgan strategist: Fed is biggest drag on economyhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D50C91666-FEE9-4074-A680-8B42AB2EA586%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D50C91666-FEE9-4074-A680-8B42AB2EA586%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssAt a gathering of chief investment officers, David Kelly, chief global strategist for JPMorgan Funds, identified the Federal  -More- ]]>21 May 2013 09:59:37 CDTRetirement, Investment & Insurance PlanningUsing real estate to balance portfolios and lifehttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD91324B2-418C-45B0-95BE-7A69ABBA3B23%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD91324B2-418C-45B0-95BE-7A69ABBA3B23%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssFinancial planners say clients can effectively use real estate investments to balance their portfolios but caution that they  -More- ]]>21 May 2013 09:59:37 CDTRetirement, Investment & Insurance PlanningBaby boomers are using IRAs as ATMshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D0201AF82-1D1A-4363-AD1F-85A94B6F2326%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D0201AF82-1D1A-4363-AD1F-85A94B6F2326%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drss -More- ]]>21 May 2013 09:59:37 CDTRetirement, Investment & Insurance PlanningWhy tax reform won't happen before 2014http://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DEF4898B3-B6F5-4604-926D-2E67AEB64E1B%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DEF4898B3-B6F5-4604-926D-2E67AEB64E1B%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssComprehensive tax reform is unlikely to happen before 2014, in large part because many of the same dynamics that blocked it i -More- ]]>21 May 2013 09:59:37 CDTTax TopixWhy having a CPA license can make you a better financial plannerhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D2768C75D-E7CE-4100-B5DC-2DC32864FDCC%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D2768C75D-E7CE-4100-B5DC-2DC32864FDCC%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssA financial planner shares why he believes his accounting experience and CPA license make him a better financial planner.  -More- ]]>21 May 2013 09:59:37 CDTYou and Your PracticeYour brain on happy: How the power of positive thinking can help your businesshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7604BCB6-8FD5-4269-84CB-5A38D29B1C16%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D7604BCB6-8FD5-4269-84CB-5A38D29B1C16%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssResearch has found that happy employees are better employees, business school professor and author Shawn Achor says.  -More- ]]>21 May 2013 09:59:37 CDTYou and Your PracticeSticks and stones: How toxic language can hurt an investment firmhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D235A1839-4C2B-495E-8D03-1C29948DDAC6%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D235A1839-4C2B-495E-8D03-1C29948DDAC6%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssDestructive language, cliches and technical jargon can contribute to erosion of a firm's values, according to Hal Urban, auth -More- ]]>21 May 2013 09:59:37 CDTYou and Your PracticeHow "diamond teams" can help farm young advisershttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DAAFE5C3B-D769-4201-96C6-F71050CD9EB9%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DAAFE5C3B-D769-4201-96C6-F71050CD9EB9%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drss -More- ]]>21 May 2013 09:59:37 CDTYou and Your PracticeWhen it's time to bid a client goodbyehttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DB27FA149-77C4-47C0-A2D1-F05D151472A8%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DB27FA149-77C4-47C0-A2D1-F05D151472A8%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drss -More- ]]>21 May 2013 09:59:37 CDTYou and Your PracticeFree: Utilizing Social Media in Your Financial Planning Firmhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D2BDEA368-F147-413E-B7C3-C2E03D91DBA5%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D2BDEA368-F147-413E-B7C3-C2E03D91DBA5%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssJoin AICPA PFP staff and industry thought leaders for the second quarterly Power Hour webinar of 2013 on May 23 from 3 to 4 p -More- ]]>21 May 2013 09:59:37 CDTAICPA PFP NewsUnderstanding the Administration's Proposals and How They Impact Your Individual Clientshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D4829FC81-0EBF-4498-8CAB-056C8CC55DDD%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3D4829FC81-0EBF-4498-8CAB-056C8CC55DDD%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssPresident Barack Obama's recently released fiscal year 2014 budget proposal includes tax increases that would affect high-inc -More- ]]>21 May 2013 09:59:37 CDTAICPA PFP NewsRefresh Your Tax, Estate and Retirement Skills and Prepare for the PFS Examhttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DB6CE938C-FBB7-47DC-8647-A71AB991C00E%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FstoryDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DB6CE938C-FBB7-47DC-8647-A71AB991C00E%26brief%3Dpfp%26sb_code%3Drss%26%26campaign%3DrssThe AICPA PFP Section is offering a live review class June 26 to 28 in Durham, N.C., for CPAs who want to prepare for the Sum -More- ]]>21 May 2013 09:59:37 CDTAICPA PFP NewsI regret nothing, says arrogance; I will regret nothing, says inexperience.http://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FquoteDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD9A456CB-2CA2-4AEC-827D-AE7D69940EC6%26brief%3Dpfp%26sb_code%3Drss%26campaign%3Drsshttp://www.smartbrief.com/servlet/rdrc?u=%2Fnews%2FquoteDetails.jsp%3Fissueid%3DE144D215-2AE4-4999-80EA-D5909896D3E0%26copyid%3DD9A456CB-2CA2-4AEC-827D-AE7D69940EC6%26brief%3Dpfp%26sb_code%3Drss%26campaign%3DrssMarie von Ebner-Eschenbach,Austrian writer -More- ]]>21 May 2013 09:59:37 CDTSmartQuote