2015 Year in Review 


Our PFP team, committees and task forces have worked hard to meet your needs and address emerging issues by adding tools, resources and learning to our existing suite of member benefits. We are focused on creating an exceptional member experience in the coming year and delivering value consistent with your expectations.

Here’s a look back at the various milestones, as well as member benefits released or revised in 2015. This is a snapshot of some of the many benefits you receive as a PFP/PFS member. Review the core PFP/PFS member benefits provided to help you practice competently and profitably.
Provide feedback on the resources you value most and/or additions and
improvements you’d like us to consider.

Milestones

News & Communications

Web Pages Bringing Together Resources on Special Topics & Practice Management

Webcasts, Podcasts and Videos

Guides and Publications

Checklists, Charts, Infographics and Articles

Marketing & Media

CPA/PFS

Conferences, Live Education

Advocacy
Financial Services Reform

  • Continued monitoring of financial services regulatory reform, including investment adviser oversight, fiduciary standard for brokers providing investment advice to retail investors and other relevant issues for CPA financial planners
  • PFP Executive Committee Chair Letter re: DOL Fiduciary Proposed Rulemaking (August 2015)
  • AICPA Comments on Canada’s Expert Committee’s Request to Consider Financial Advisory and Financial Planning Policy Alternatives (September 2015)

Tax Matters

  • AICPA Recommends Estate Tax Portability Relief for Surviving Spouses (March 2015)
  • AICPA Recommendations to Simplify Retirement Plans (March 2015)
  • AICPA Calls for Uniform Retirement Plan Types and Rules (March 2015)
  • AICPA Urges IRS to Raise Safe Harbor Threshold in Tangible Property Regulations (April 2015)
  • AICPA Due Dates Proposal Moves Forward (July 2015)
  • Highway Funding Bill Changes Tax Return Due Dates (July 2015)
  • AICPA Recommends Changes to Senate Finance Committee Proposal to Grant Broad Authority to IRS to Regulate Paid Tax Return Preparers (September 2015)
  • AICPA Endorses Permanent Disaster Tax Relief Provisions (September 2015)
  • AICPA Urges Congress to Act Now on Extenders (October 2015)
  • AICPA Opposes Legislation to Regulate Tax Preparers (December 2015)
  • Congress Negotiates $1.1 Trillion Deal that Includes Tax Extenders (December 2015)

Member Discounts
Members of the PFP Section and CPA/PFS credential holders are eligible for discounts on a variety of AICPA and third-party products and services. Note: References to the products or services provided below do not imply any form of endorsement, non-endorsement, support or commercial gain by the AICPA.

Third Party Discounts:

  • Forefield products, including FREE access to Forefield Advisor ($499 value) as well as 20% discounts on other Forefield products such as newsletters
  • Inside Information Newsletter Service from Bob Veres, FREE to PFP/PFS members ($349 value)
  • Spectrem Group products, including FREE access to the Affluent Investor Index, 45% discount on other newsletters, and a 20% discount on Spectrem’s Millionaire Corner for CPA/PFS holders only
  • New! Leimberg NumberCruncher Software (50% discount)
  • FinaMetrica risk profiling software (10% discount)
  • Total Rebalance Expert (TRX)® tax efficient rebalancing software (10% discount)
  • The Kitces Report (10% discount)

Discounts off AICPA Member Prices:

  • Up to 8 FREE hours of CPE per year via PFP Section-sponsored webcasts and also have access to ALL PFP-Section sponsored post-event recordings and presentation materials as part of your membership
  • AICPA Advanced Personal Financial Planning Conference ($100 discount in addition to early bird and AICPA member discounts)
  • AICPA Conference on Tax Strategies for the High Income Individual ($100 discount in addition to early bird and AICPA member discounts)
  • AICPA Advanced Estate Planning Conference ($100 discount in addition to early bird and AICPA member discounts)
  • AICPA Sophisticated Tax Planning for Your Wealthy Clients Conference ($100 discount in addition to early bird and AICPA member discounts)
  • AICPA Practitioners Symposium and Tech+ Conference ($100 discount in addition to early bird and AICPA member discounts)
  • Live PFS Exam Review Class ($100 discount in addition to AICPA member discount and eligibility for PFS Sponsorship of up to $600)
  • Virtual PFS Exam Review Class ($100 discount in addition to AICPA member discount and eligibility for PFS Sponsorship of up to $400)
  • Six self-study PFP Courses ($50 discount in addition to AICPA member discount)
  • Self-study PFS Exam Review Course ($125 discount in addition to AICPA member discount and eligibility for PFS Sponsorship of up to $400)
  • PFS Credential Exam ($100 discount in addition to AICPA member discount)
  • Selected books on PFP Topics (generally 10-20% off)
  • CPA Client Bulletin Select (20% off)


Bookmark These PFP Web Pages
Ever wondered how to quickly find the information you need on the PFP web site? Content can be accessed from our homepage at aicpa.org/pfp in just a few clicks, however, if you’d rather navigate directly to the material you need – bookmark the popular pages below!

Membership Information
aicpa.org/pfp [PFP Section homepage]
aicpa.org/pfp/membership [membership information, including demo]
aicpa.org/pfp/benefits [overview of member benefits]
aicpa.org/pfp/discounts [PFP/PFS discounts]
aicpa.org/pfp/forefield [overview of Forefield Advisor]
aicpa.org/pfp/ffpn [Fox Financial Planning Network for CPAs]

News
aicpa.org/pfp/news [latest issue of PFP News]
aicpa.org/pfp/advocacy [leg/reg news and advocacy]
aicpa.org/pfp/insideinfo [Inside Information newsletter service from Bob Veres]

Resources
aicpa.org/pfp/resources [resources overview]
aicpa.org/pfp/tax [tax planning resources]
aicpa.org/pfp/estate [estate planning resources]
aicpa.org/pfp/retirement [retirement planning resources]
aicpa.org/pfp/insurance [risk management resources]
aicpa.org/pfp/investment [investment resources]
aicpa.org/pfp/practicemgmt [practice management resources]
aicpa.org/pfp/guides [practice and technical guides]
aicpa.org/pfp/practicecenter [PFP Practice Center]
aicpa.org/pfp/responsibilities [professional responsibilities resources]
aicpa.org/pfp/standards [Statement on Standards in PFP Services]
aicpa.org/pfp/consumer [consumer resources]
aicpa.org/pfp/youngadviser [resources for young advisers]
aicpa.org/pfp/student [resources for students]
aicpa.org/pfp/professor [resources for professors]
aicpa.org/pfsi [Personal Financial Satisfaction Index survey and results]
aicpa.org/pfp/trendsurvey [PFP Trends Survey]
aicpa.org/pfp/thoughtleadership [resources from CPA thought leaders]

Toolkits
aicpa.org/pfp/proactiveplanning [Planning after ATRA and the NIIT]
aicpa.org/pfp/doma [Planning for Same-Sex Couples]
aicpa.org/pfp/roth [Guidance on Roth Conversions]
aicpa.org/pfp/taxseason [Tax Season Resources]
aicpa.org/pfp/pathway [Moving from Tax Preparer to Financial Planner]
aicpa.org/pfp/standards [Standards in PFP: Compliance Toolkit]

Live & Archived Learning
aicpa.org/pfp/events [upcoming events]
aicpa.org/pfp/library [PFP Learning Library]
aicpa.org/pfp/cpe [PFP learning opportunities]
cpa2biz.com/pfp [Advanced PFP Conference]

CPA/PFS Information
aicpa.org/pfs [CPA/PFS overview page]
aicpa.org/pfsexam [PFS exam information]
aicpa.org/pfp/pfsreview [PFS exam review options]
aicpa.org/pfp/bootcamp [PFS Boot Camp]
aicpa.org/pfp/cpe [CPA/PFS learning opportunities]
aicpa.org/pfp/referrals [CPA/PFS referral program]
aicpa.org/pfp/pfsexamsponsorship [CPA/PFS exam sponsorship program]
aicpa.org/pfp/pfstoolkit [CPA/PFS business development toolkit]
findacpapfs.org or findacpapfs.com [Find-a-CPA/PFS database] 

 




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