Tax Season Resources from the PFP Section
Download a checklist to identify financial planning opportunities as you analyze your clients’ tax returns, the Personal Financial Outlook checklist that you can have clients fill out as you meet with them during tax season, popular guides, FAQs, webcast and podcast recordings, client communication content and more.
Advanced PFP Conference Video/Audio Recordings and Materials
Video and audio recordings, as well as presentation materials from the 2015 Advanced PFP Conference, are now available. Registered conference attendees have complimentary access when they log in to the site, while others can create an account to purchase recordings and presentation materials.
Planning after ATRA and the Net Investment Income Tax Toolkit
ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.
This new program is aimed to recognize CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement. Partners or managers can nominate these visionary leaders or applicants can self-nominate with an accompanying letter of recommendation.
The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.
Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children, transferring wealth, protecting assets, funding retirement, etc.