The Planner

    The Planner 

    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.

    What’s Inside:

    • “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



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