From Tax Preparer to Personal Financial Planner
Register now for all or portions of this webcast series to assist you in moving from tax return preparer to taking an integrated approach in the delivery of financial planning services to ensure all of your clients’ needs are met.
Advanced PFP Conference Video/Audio Recordings and Materials
Video and audio recordings, as well as presentation materials from the 2015 Advanced PFP Conference, are now available. Registered conference attendees have complimentary access when they log in to the site, while others can create an account to purchase recordings and presentation materials.
Personal Financial Planning Boot Camp
An informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
This new program is aimed to recognize CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement. Partners or managers can nominate these visionary leaders or applicants can self-nominate with an accompanying letter of recommendation.
PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.