The 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 advice.

    Navigate the components of your practice, from regulatory matters to software solutions.

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    Access the array of benefits and resources for CPA/PFS credential holders and learn about the process for obtaining the credential.

    Spotlight

    Tax Season Resources
    The PFP Division understands your time and attention are limited during busy season, so we have compiled several resources designed to support you this tax season.
    AICPA Issues New PFP Standards and Compliance Toolkit
    Effective July 1, 2014, the AICPA’s Statement on Standards in Personal Financial Planning Services was issued to provide authoritative guidance and establish enforceable standards for members practicing in PFP.
    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 comprehensive 1000-page, 4-volume, downloadable publication provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications of the American Taxpayer Relief Act of 2012 (ATRA) and net investment income tax..

    Save the date! The PFS Exam is a comprehensive financial planning exam that covers all of the disciplines that make up personal financial planning. 2014 PFS Exam scheduled June 19 - July 31, 2014 and December 15, 2014 - January 26, 2015

    This article from PFP Executive Committee chair, Lyle Benson, recaps a discussion of leading CPA financial planners held prior to the AICPA Advanced PFP Conference in January, covering a wide variety of technical and practice management topics.

    Financial Planning Digest 

    Receive a FREE weekly e-newsletter, Financial Planning Digest, containing updates on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance.

    AICPA TV 

    Helping Your Clients Make Sense of a Changing and Complex Financial Environment

    What is it about today’s environment that makes financial planning so critical for your clients? Hear from AICPA President and CEO, Barry Melancon, CPA, CGMA about the opportunities to guide your clients and grow your practice through tax, retirement and estate planning. And learn more about the free resources available to help you succeed.

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    The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. All members of the AICPA are eligible to join the PFP Section!

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