Checklist to Identify Financial Planning Opportunities
Although tax season is over, resources are available to meet your clients’ financial planning needs post-tax season. Access several resources created by expert CPA financial planners to identify financial planning opportunities as you analyze your client’s tax returns.
From Tax Preparer to Financial Planner
These CPAs have built their financial planning practices off of their existing tax practices, and take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Planning after ATRA and Medicare Surtax
Now that much of the tax uncertainty related to the fiscal cliff is over, you now have an unprecedented opportunity to demonstrate your value to your business, client or organization by providing guidance, planning, and tax expertise.
AICPA’s governing Council recently granted the PFP Executive Committee standard-setting authority, paving the way for the creation of enforceable PFP professional standards. These new professional standards will provide AICPA members who offer financial planning services with practice and competency guidelines.
Now that much of the tax uncertainty related to the fiscal cliff is over, you have an unprecedented opportunity to demonstrate your value to your clients by helping them navigate these complexities. The AICPA created this page to serve as a one-stop shop to provide insight into what is happening in Washington and how that affects your clients.
The premier guidebook for professionals who structure, tailor, and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.