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    Estate Planning Landscape Overview

    Presentation The webinar covers planning opportunities for 2012 regarding use of the (possibly expiring at the end of 2012) $5 million gift tax exemption and portability. It will include discussion of various estate planning techniques that estate planners may want to consider for clients now as they take some time to
    Published on October 17, 2012

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on March 26, 2015

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on March 05, 2015

    AICPA Advanced PFP Conference Your Best Investment for 2014

    Article All financial planning professionals need to stay current on the latest trends and regulations; the Advanced PFP Conference is a way to keep up-to-date on these topics.
    Published on February 09, 2015

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    CPA/PFS Perspectives on Retirement Planning The Next Phase of Life

    Article Highlights of the presentation “Retirement Planning: The Next Phase of Life,” which is part of the PFP Division’s “CPA/PFS Perspectives” webcast series.
    Published on November 19, 2013

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on January 07, 2015

    Portability A Planning Game Changer

    Article The Planner sat down with Steven Siegel  to find out more about portability and to discover what CPA financial planners need to know about this topic.
    Published on November 19, 2013

    7216 Guide and Sample Consent Forms

    Guide Section 7216 Consent Forms Practice Guide for use by tax practitioners
    Published on April 03, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on March 03, 2015

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