The Planner is an award-winning, bi-monthly, quick-read newsletter focusing entirely on personal financial planning news brought to you by the AICPA's PFP Community.
Download the July/August
issue of Planner
- “Post-ATRA: What CPA Financial Planners Need to Know” by Beth Gamel, Michael Kitces, Ted Sarenski, and Scott Sprinkle
- “Responding to ATRA: Top 10 Income Tax Planning Ideas” by Robert Keebler
- “Important Misconceptions About Risk Tolerance” by Tyler Nunnally*
- CPA/PFS Profile: Jerry Love
- PFP News and Calendar of Events