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.
Your clients are #CPAPOWERED
Get the details about our social media campaign. We’re encouraging consumers to share their stories in a tweet, video or image with text about the role their CPA played in helping them achieve life’s important moments.
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.
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.