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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! 

Guide to Developing and Managing a CPA Personal Financial Planning Practice


For many CPAs, offering personal financial planning services is a natural extension of their existing practices. If you're considering entering this exciting and rewarding practice area or expanding your current PFP practice, this guide is an essential resource. Full of valuable and practical tools that you can implement in your practice, including a sample business plan, illustrative engagement letters, and client questionnaires, it walks you through the critical issues you need to consider. It then offers expert tips and advice on the numerous practice management issues to consider when building a PFP practice.

Spotlight

Tax Planning after the Healthcare Surtax: Tools, Tips, and Tactics
A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has your clients, and institute best practices that will yield benefits in 2013 and beyond.
The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
Many Baby Boom generation clients will be retiring in the next 15-20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
Unlocking the Mystery of Healthcare Planning for Retirement
Modern medicine has extended life expectancy, but the added years often come at a high cost - and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.

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 


Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.


The IRA Distribution Rules: IRS Compliance and Audit Issues

The potential liability for taxpayers who violate the retirement account rules is significant. Clients and heirs who do not adhere to these rules properly can trigger IRS examinations and may incur significant penalties. This book explains the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.

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
Copyright © 2006-2013 American Institute of CPAs.