Current PFP News 


    Register for How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth with Marty Shenkman (October 21, 1-2:45pm ET).

    AICPA

    PFP News

     

    Member-Exclusive News, Resources and Events

     

    October 15, 2014

    In This Issue

    Unlimited Access to 500+ AICPA Webcasts with Annual Webcast Pass

    Medicare Open Enrollment Begins Today: Access Updated Resources

    Forefield Alert: Projected 2015 Key Numbers

    Forefield Alert: National Estate Planning Awareness Week Is October 20-26

    Demo: PFP Collection in the Online Professional Library

    New & Updated Materials: Tax Practitioner's Toolkit

    David Kelly's 4Q Guide to the Markets

    Bob Veres Media Reviews: Converting to a Roth? Not So Fast

    CPA/PFS Corner: Register Now for November PFP Boot Camps

    PFP Conference Corner: Top Reviewed Speakers Return for a Recent Developments Panel

     

     

    PFP News & Resources

     

    Unlimited Access to 500+ AICPA Webcasts with Annual Webcast Pass

     

    Average $10-15 for CPE for each PFP event (if you attend other events, your price per event decreases)
    It's the best of all worlds. The AICPA Annual Webcast Pass combines travel-free, online CPE with live Q&A with experts and unlimited access to the scheduled lineup — all at an incredible discount.

    Features include:

     

    No limit to the number of webcasts you can attend or CPE credits you can earn

    Robust range of sessions to fit your schedule

    Access to webcasts created by AICPA's member sections, including personal financial planning, tax and more

    Entry to parts 1 and 2 of the From Tax Preparer to Financial Planner: The Road Best Traveled series - a $489 value

    Immediate access to certificates of completion

    Zero tests to complete

     

    Save more on CPE and get unlimited access to 500+ webcasts (including PFP webcasts!) with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price. With an average of 40-50 PFP Section-hosted webcasts per year, your cost to attend and earn CPE on PFP events would average to be approximately $10-15 per event (the price per event decreases if you attend the Tax Preparer to Financial Planner series)! Take advantage of this incredible value! If you're not in need of CPE, continue to enjoy the PFP webcasts as part of your PFP/PFS member benefits, without CPE.

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    Medicare Open Enrollment Begins Today: Access Updated Resources

     

    Did you know that the annual Medicare open enrollment period begins today? Because your clients' (or their parents') prescriptions and coverage change each year, you can save them both money and aggravation by helping them review their options during the 2015 Medicare prescription enrollment period running today through December 7, 2014. Pay special attention to clients in a Medicare Advantage Plan. On the Retirement Planning Resources page on the PFP Web site, a handy checklist from James Sullivan, CPA/PFS, is provided to help you get started, as well as a client newsletter article and a recent Forefield alert to help you communicate these issues to your clients. Check out these updated resources and The CPA's Guide to Financing Retirement Healthcare.

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    Forefield Alert: Projected 2015 Key Numbers

     

    While the official numbers have not yet been published by the Internal Revenue Service, Forefield Advisor has projected many of the key figures for 2015. When the official numbers are released, Forefield will send an update with an associated client alert.

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    Forefield Alert: National Estate Planning Awareness Week Is October 20-26

     

    The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it's also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action. In honor of National Estate Planning Week, Forefield Advisor has created a new concept video on key estate planning documents, and also has other articles that can help you motivate clients to create or review their estate plans.

    Invite your clients to a free consumer-oriented webcast on October 20th on year-end financial and estate planning strategies in plain English and register for an advisor-focused webcast on October 21st examining the new world of estate planning for clients under $10 million net worth.

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    Demo: PFP Collection in the Online Professional Library

     

    The PFP Collection in the Online Professional Library is included as part of your PFP/PFS member benefits. It is a web-based collection of PFP guides covering everything from technical content on planning for Social Security, healthcare in retirement, and in-depth tax and estate issues to practice management and professional responsibilities like technology considerations, investment advisory business models, and applicable standards. The online library allows you to search, bookmark and download to PDF from one convenient location, as well as allows for more frequent updates to content. Explore the library today and watch a short video tour demonstrating the key features and how to navigate the library. Visit aicpa.org/PFP/OPL to access the library!

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    New & Updated Materials: Tax Practitioner's Toolkit

     

    The AICPA's Tax Practitioner's Toolkit (free to AICPA members) has new and updated materials to reach out to clients this fall, including tweets, newsletter articles, a client letter on year-end planning issues and a two-page overview on the Affordable Care Act. Stay tuned - more year-end resources will be released in November.

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    David Kelly's 4Q Guide to the Markets and Call

     

    This quarter's 4Q Guide to the Markets from Dr. David Kelly (view as a PDF or on your iPad) can be helpful in addressing themes, such as:

     

    With the unemployment rate now within 1% of the Fed's definition of full employment, will the economy see a "soft landing" or could it overheat? (pages 22, 24 and 25)

    When will the Fed begin to raise short-term interest rates and how will that impact the bond market and the dollar? (pages 28, 33 and 35)

    Can earnings and stock prices continue to rise if interest rates, wage growth and the dollar are all rising as well? (pages 7 and 8)

    Can Europe and Japan rebound from recent sluggish economic performance? (pages 48 and 50)

    Can emerging market economies improve in the shadow of uncertain Chinese growth and rising U.S. interest rates? Can a rising dollar lift global growth? (pages 44, 53 and 55)

    How should investors position their portfolios to gain income when yields remain relatively low? (pages 31, 40 and 63)

     

    Listen to a recording of the Guide to the Markets call with Dr. Kelly, which is available now through November 6th. (Dial-in: 888-393-9633; Passcode: 85974)

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    Bob Veres Media Reviews

     

    Bob Veres Media Reviews are designed to save you hours of reading time each month -- giving you time for more productive activities. Read Bob's write-ups of articles in October's Financial Planning magazine including:

     

    "Scottrade Takes On Big Custodians" by Charles Paikert

    "Version 3.0" by Joel Bruckenstein (Redtail CRM review)

    "Converting to a Roth? Not So Fast" by Michael Kitces

    "Investing for New Impact" by Joe Lisanti

    "Three Smart Ways to Fight Robo-Advisors" by Deborah Fox

    "Risk Test vs. Risk Test" by Bob Veres (comparison of risk profile assessments)

     

    Access other editions of media reviews, Inside Information and e-columns.

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    CPA/PFS Corner

     

     

    Register Now for November PFP Boot Camps

     

    The fall/winter 2014 PFS exam will be offered December 15, 2014 - January 26, 2015. Learn more at aicpa.org/PFSexam.

    Whether you are preparing for the fall/winter
    2014 PFS exam or simply refreshing your tax, estate, retirement, investment, and risk management skills, this class will provide a systematic overview of all PFP topics, including the Statement on Standards in PFP Services. Tom Tillery, an experienced practitioner and instructor, covers the material in an engaging format and includes real-life scenarios and practical guidance.

    Register for the format that fits your budget and schedule:

     

    In-person class in Columbus, OH on November 5-7 (24 hours of CPE)

    Online broadcast during November (20 hours of CPE)

    On-demand video archive (no CPE)

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    PFP Conference Corner

     

     

    Top Reviewed Speakers Return for a Recent Developments Panel

     

    Panel You are invited to attend the best and most advanced personal financial planning conference in the profession featuring over 60 speakers and 62 sessions of high-level guidance, including the "Recent Developments and Best Ideas Panel." Join our 2014 top reviewed speakers for a panel discussion where you will discover critical insights you can put into practice now. Panelists include Bob Keebler, Michael Kitces, Daniel S. Rubin, Ted Sarenski and Lyle Benson. Visit the Advanced Personal Financial Planning Conference microsite for the full agenda and latest conference updates. Don't miss out! The AICPA Advanced Personal Financial Planning Conference is January 19-21 in Las Vegas. Save $175 off of the already reduced AICPA member price with the early bird discount and PFP/PFS member discount.

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    Other News

     

     

    October Inside Information

     

    The October 2014 edition of Inside Information* from Bob Veres covers views from fund managers on what's going on in the investment markets, a review of a program that provides tuition credits for the children and grandchildren of your clients, and Bob's take on the next round of debates in the fiduciary discussion. *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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    Events

     

    Event recordings and materials are posted to aicpa.org/pfp/webcasts if you would like to listen again or if you are not able to attend the live event. Unless otherwise noted, PFP Section-sponsored webcasts are offered free without optional, discounted CPE for PFP/PFS members.

    Upcoming Webcasts:

    Final reminder! Integrated Personal Financial Planning for Business Owners
    Part 3 of The CPA's Guide to Financial and Estate Planning Series
    October 17, 1-2:45pm ET
    Free | Discounted CPE

    Final reminder! Year-End Financial and Estate Planning Strategies in Plain English
    Invite your clients to this free consumer-oriented webcast.
    October 20, 1-2pm ET
    Free to ALL (no CPE)

    Final reminder! How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth
    October 21, 1-2:45pm ET
    Free | Discounted CPE

    Washington Tax Brief
    October 29, 1-2pm ET
    Free | Discounted CPE

    Essential Post-Mortem Planning Decisions
    Part 4 of The CPA's Guide to Financial and Estate Planning Series
    November 5, 1-2:45pm ET
    Free | Discounted CPE

    CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice
    November 6, 1-2:45pm ET
    Free | Discounted CPE

    Year-End Financial and Tax Planning Strategies to Address ATRA, Net Investment Income Tax, and More
    November 10, 1-2:45pm ET
    Free | Discounted CPE

    Investment Tax Planning - Creating Tax Alpha
    December 4, 1-2:45pm ET
    Free | Discounted CPE

    CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    December 16, 1-2:45pm ET
    Free to ALL | Discounted CPE

    Save the Date!
    Registration links will be available soon in PFP News.

    CPA Financial Planning Thought Leadership: Investment Planning
    November 12, 1-2:45pm ET
    Free to all without CPE; Optional, discounted CPE for PFP/PFS members.

    CPA Financial Planning Thought Leadership: The Outlook for CPA Financial Planning Profession
    November 13, 1:30-2:30pm ET
    Free without optional, discounted CPE for PFP/PFS members.

    Series: From Tax Preparer to Financial Planner: The Road Best Traveled

    Step 1: Understanding the Value of Personal Financial Planning (Webcast)
    Register for Step 1 & 2 bundle or for each event separately.

    From Client Tax Returns to Value-Added Financial Planning: How CPAs Can Get in the Game
    October 22, 1-2:45pm ET
    Free to ALL | Discounted CPE

    Step 2: Moving from Tax Planning to Integrated Financial Planning for Individuals, Families and Business Owners (2-Day Virtual Session)
    Register for Step 1 & 2 bundle or for each event separately.

    Overview: Expand Your Financial Planning Practice through Your Client's Tax Return
    October 29, 10:30am-12:15pm ET
    Free to ALL | Discounted CPE

    The Practical Side of Investment Planning
    October 29, 1-2:45pm ET
    Discounted CPE | Recording free to PFP/PFS members

    The Practical Side of Estate Planning
    October 29, 3-4:30pm ET
    Discounted CPE | Recording free to PFP/PFS members

    The Practical Side of Retirement Planning
    October 30, 10:30am-12pm ET
    Discounted CPE | Recording free to PFP/PFS members

    The Practical Side of Risk Management & Insurance Planning
    October 30, 12:30-2pm ET
    Discounted CPE | Recording free to PFP/PFS members

    Comprehensive Personal Financial Planning Case Study
    October 30, 2-4:30pm ET
    Discounted CPE | Recording free to PFP/PFS members

    Step 3: Implementing PFP Services: Step-by-Step Plans for Success (Live Session)
    January 17-18, 2015 at the Bellagio, Las Vegas
    Must be purchased separately from Step 1 & 2 bundle. See registration information below under "Upcoming Conferences."

    Upcoming Conferences:

    AICPA Sophisticated Tax Planning for Your Wealthy Clients
    November 17-18
    Loews Philadelphia Hotel
    Live | Virtual PFP/PFS members save $100 off the early-bird and AICPA member discounts.

    AICPA Advanced Personal Financial Planning Conference
    January 19-21, 2015
    Bellagio, Las Vegas
    Live | Virtual
    PFP/PFS members save $100 off the early-bird and AICPA member discounts.

    Implementing PFP Services: Step-by-Step Plans for Success
    January 17-18, 2015
    Bellagio, Las Vegas
    2-day session only | Bundle with PFP Conference PFP/PFS members save $100 off the AICPA member price.

    Tax Efficient Investing Seminar
    January 18, 2015
    Bellagio, Las Vegas
    1-day session only | Bundle with PFP Conference
    PFP/PFS members save $100 off the AICPA member price.

     

    Contact Us

     

    Email the PFP Team: financialplanning@aicpa.org Visit our home page: aicpa.org/pfp

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