Current PFP News 


AICPA
Bob Veres Inside Information: Planning for Health and Longevity

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AICPA PFP News
  Member-Exclusive News, Resources and Events  
August 9, 2017
In This Issue
2018 PFP Summit: Where Inspiration Leads to Impact
Podcast: Roth Conversions by Asset Class
Bob Veres Inside Information: Planning for Health and Longevity
Leg/Reg: AICPA Comments on Simplifying Our Broken Tax Code and Reducing Tax Regulatory Burdens
T3 Technology Hub News: The Key to Upgrades Done Right
Bob Veres Request: The Value of Fixing Predatory Mistakes
CPA/PFS Corner: Volunteer Opportunities for PFS Exam Development; In-Person PFP Boot Camp - Atlanta GA, Nov 1-3
Other News: Broadridge Advisor Alert: 2017 Social Security and Medicare Trustees Report; Podcast: Relief for Late Portability Election; Bob Veres Inside Information: Quantifying Your Value; Video Interview: The Opportunity in Integrated Financial Planning Services
PFP News & Resources
2018 PFP Summit: Where Inspiration Leads to Impact
  Don’t miss this incredibly unique gathering of the professions brightest minds and forward-thinking financial planners at the 2018 Personal Financial Planning Summit in January.  Connect on a personal and professional level with influential practice and profession leaders who are looking to challenge conventional thinking and shape future legacy.  Hear from highly sought-after speakers including: Cheryl Holland, Mark Tibergien, Tracey Beckes and Philip Palaveev.  Grow deeper during the special fireside chats and the intentional networking and activity time all while staying at the luxurious seaside Terrenea Resort along the southern California coast.
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Podcast: Roth Conversions by Asset Class
  Implementing Roth conversions by asset class is an increasingly popular planning strategy. In this podcast , Bob Keebler, CPA/PFS, shares how this strategy works and situations where it would be an effective strategy for clients.
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Bob Veres Inside Information: Planning for Health and Longevity
  The latest article in Inside Information* from Bob Veres features Planning for Health and Longevity, in which a new software toolkit, Wealthcare Planning, is introduced to help address client end-of-life and planning issues.  *Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your colleagues would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.
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Leg/Reg: AICPA Comments on Simplifying Our Broken Tax Code and Reducing Tax Regulatory Burdens
  On August 1, the AICPA submitted written testimony and proposals for the Hearing on “How Tax Reform Will Simplify Our Broken Tax Code and Help Individuals and Families.”  Some of the proposals from the AICPA include:
 
Simplified Income Tax Rate Structure
Modified Education Incentives
Targeted Efforts against identity Theft and Tax Fraud
Repealed “Kiddie Tax” Rules
  Read the entire submission here

On August 2, the AICPA submitted recommendations for modification or repeal of four of the identified regulations in the Executive Order 13789 issued by President Trump in April Identifying and Reducing Tax Regulatory Burdens.  One of the recommendations asks the IRS to entirely withdraw proposed section 2704 regulations.  Read more in the comment letter.
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T3 Technology Hub News: The Key to Upgrades Done Right
  T3 Technology News is designed to provide you with insight and all the latest news on technology for financial advisors plus in-depth reporting on financial services technology. The latest edition of the T3 newsletter is available which includes the following articles:
 
Technology Champions are Key to Upgrades Done Right
Marketing Your Financial Services Firm in the Age of Robos
Four Ways Advisors Can Use Technology to Attract Millennials
And much more
  To read the entire newsletter, visit the T3 Technology Hub home page and click on July Archives.  To receive the newsletter directly, subscribe here
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Bob Veres Request: The Value of Fixing Predatory Mistakes
  In a recent interview, Bob came to the realization of yet another value that financial planners bring to a client relationship: fixing predatory mistakes.  Often, clients have listened to the advice of their broker or agent one too many times that require your expertise to “fix.”  Bob is hoping to collect as many stories as possible using this as evidence that a fiduciary standard might have some consumer protection merit.  Maybe you could even share some of this material with clients and prospects!  Email Bob with your story at bob@bobveres.com.
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CPA/PFS Corner
  Volunteer Opportunities for PFS Exam Development
There are multiple openings on the PFS Exam Technical Review Task Force. This group writes and reviews the questions for the PFS Exam databank for future exams. We provide the training, and you provide the technical expertise. If you have expertise in specific areas of the PFS Body of Knowledge, such as tax, retirement, insurance, investments, estate/charitable planning, executive compensation/employee benefits, elder or education planning, and have an interest in making a difference in the future of our profession, email us at financialplanning@aicpa.org .

In-Person PFP Boot Camp - Atlanta GA, Nov 1-3
There are multiple review options for the Fall 2017 PFS Exam , open from November 15-December 15, 2017.  Take advantage of the early-bird 25% discounted exam pricing.
 
Online PFP Boot Camp (October 23 - November 13 2017, dates to be announced)
NEW! In-person PFP Boot Camp (November 1-3, Atlanta, GA)
On-demand self-study PFP Boot Camp (Anytime)
Printed and Online:  Practice Questions - PFS Exam Review Material
  Need something more in-depth?  Stay tuned for new in-depth on-demand self-study CPE options this fall.  Also, The American College textbooks on each major topic are available on the PFP Resource page at the AICPA Store.  Email us at financialplanning@aicpa.org with any questions on the CPA/PFS program.
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Other News
  Broadridge Advisor Alert: 2017 Social Security and Medicare Trustees Report
On July 13, 2017, the Trustees of the Social Security and Medicare Trust Funds released their annual reports on the financial health of the Social Security and Medicare programs. This new Broadridge client alert discusses report highlights, including a projected Social Security cost-of-living adjustment (COLA) for 2017.

Podcast: Relief for Late Portability Election
In June 2017, IRS released Rev. Proc. 2017-34, which provides relief to taxpayers who failed to file for portability in a timely manner. In this podcast, Bob Keebler, CPA/PFS, discusses the simplified procedures, who qualifies, and how to file.

Bob Veres Inside Information: Quantifying Your Value
The latest edition of Inside Information* from Bob Veres includes stories like “Quantifying Your Value” and “Parting Thoughts on Fiduciary Standard.”  *Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your colleagues would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.

Video Interview: The Opportunity in Integrated Financial Planning Services
As a CPA, you are already have a deep degree of trust and rapport in your client relationships.  You also have the opportunity to be the single, go-to source on personal financial planning topics, like tax, retirement, estate, investments and risk-management.  In this interview , hear members from the AICPA personal financial planning team explain the unique opportunity in providing these integrated personal financial planning services which adds value to both the client and the firm. 
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Events
PFP Section-sponsored webcast recordings and materials are available as part of your PFP/PFS membership and are posted to aicpa.org/pfp/library if you would like to listen again or if you are not able to attend the live event.

Conference recordings are available at no charge to conference attendees or for purchase to those who weren’t able to attend. Recordings from past conferences are available at www.AICPAConferences.com.

Upcoming PFP Section-Hosted Webcasts:

Watch PFP News for registration links for upcoming events!


Friday! What to Do When Cancer Changes Your Financial Plans
August 11 from 11am - noon ET
Free (no CPE).

Next Week! Working Effectively with Emotional Clients
August 16 from 1-2:15pm ET
Free (no CPE).

Is Your Firm Overlooking Millennial Clients?
August 23 from 1-2pm ET
Free (no CPE).

Advising "Sandwich Generation" Clients on Balancing Support for Parents and Children
August 30 from 1-2:15pm ET
Discounted CPE.

Planning for the 99% - What to Tell Our Clients
Sept 20 from 1-2:45pm ET
Free with CPE.

The Crazy World of Health Care – Planning for Changes in the ACA
September 27 from 1-2:15pm ET
Discounted CPE.

Portability: An Estate Planning Game-Changer
October 18 from 1-2:45pm ET
Discounted CPE.

Asset Protection Planning
November 1 from 1-2:45pm ET
Discounted CPE.

Critical IRA Planning Issues
November 8, 1-2:45pm ET
Discounted CPE.

Business Succession Planning
November 27 from 1-2:45pm ET
Discounted CPE.


Upcoming Conferences:

Personal Financial Planning Summit
January 8 - 10, 2018

Advanced Personal Financial Planning Conference @ENGAGE
June 2018


Other Upcoming Conferences:

Sophisticated Tax Planning for Your Wealthy Clients
November 13-14, 2017
Discounted CPE.
Contact Us
Email the PFP Team: financialplanning@aicpa.org Visit our home page: aicpa.org/pfp
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