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Personal Financial Planning

As a CPA personal financial planner, you ensure that your clients receive expert, objective advice to make the most of their assets now and to plan for themselves and succeeding generations in the future. AICPA's personal financial planning publications help keep you up to date on changes in the planning landscape, offer guidance on compliance with regulations, and provide a library of knowledge about the many services clients may request.

Now Available! 

Silent Safety: Best Practices for Protecting the Affluent

As the financial downturn continues to dominate headlines, the increased threat of dangers to affluent families continues to rise. With Silent Safety, you will have a world-class personal security reference at your fingertips, to address these issues proactively.

Based on real-life scenarios, as depicted by security experts Doug Kane and Paul Viollis, Silent Safety crystallizes the risks that the affluent face every day, from kidnap and extortion to home invasion and fraud, and provides pragmatic advice and strategic measures that you and your clients can employ to preemptively mitigate the myriad risks that the affluent are exposed to.

Download Free Security Checklists
As the family business grows, security and oversight procedures and protocols must be put into place, to secure both family members and business assets. Click here to download five free checklists that include measures that you can implement immediately, to begin to ensure the physical safety of the family members, as well as the security of business assets. These checklists are adapted from Silent Safety: Best Practices for Protecting the Affluent, available from AICPA or by calling 1-888-777-7077.

 

 

 

 

Spotlight

The Small Business Jobs Act of 2010: Tools, Tips, and Tactics
The recently passed Small Business Jobs Act of 2010 includes a series of small business proposals that small businesses can benefit from immediately. Your clients will look to you to help them understand and benefit from these new opportunities. The materials included on the CD-ROM summarize and analyze the new law, highlighting the major provisions that impact both individuals and businesses.
Adviser's Guide to Retirment Plans for Small Businesses
Designed to provide you with the tools you need to offer strategic advice on retirement plans. Covers statutory requirements and the legal structure of various plan types, as well as providing detailed information on plan design, establishment, monitoring, administration, correction of failures, and termination.
The Adviser's Guide to S Corps, C Corps, Partnerships, LLCs and Sole Proprietorships: Making the Right Choice
Help your clients make the right choice when deciding on the form of entity for their new business. This Guide follows the lifecycle of a business entity, overviewing the available choices and discussing why a particular type of entity might be desirable.

Permission to Reuse Content 

If you would like to reprint or reuse material from an AICPA publication, AICPA Rights and Permissions is available to assist you.

Multiple User Licenses 

We understand that your needs may extend beyond personal use of a publication. Many AICPA publications can be delivered in electronic form under multiple user licenses. Our Licensing Team is available to assist you with understanding available products and terms. 

Featured Publications 


Life Insurance: How to Use It to Your Clients' Advantage

Life Insurance: How to Use It to Your Clients Advantage and its accompanying interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.


Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics

Estate planning did not end with the 2010 Tax Act; instead, it's more important than ever. This PDF download, 1.75 hour audio, and accompanying PowerPoint offer practical explanations of the Act's estate, gift, and GST tax provisions and demonstrate what they will mean to you as a professional adviser. Includes PowerPoint presentation to educate your clients.

Publish With AICPA! 

Did you know that AICPA Publications accepts proposals from, and publishes the works of, thought leaders on various topics?  For information about our publishing program and how to submit a book proposal email acquisitions@aicpa.org
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