Michael Goodman Recognized with 2014 Distinguished Service Award
At the 2015 Advanced PFP Conference in Las Vegas, Michael Goodman was named the winner of the 2014 Personal Financial Planning Distinguished Service Award. The AICPA gives the award to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession.
PFP Online Professional Library
OPL is a web-based collection of PFP guides that provides access to the information, guidance, and standards available to help members specializing in offering tax, estate, retirement, risk management and investment planning advice to individuals, families and business owners.
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.