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    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on April 29, 2015

    New Planning Opportunities for Tax & Financial Planners

    Webcast New planning opportunities are discussed in this webcast.
    Published on November 06, 2014

    Proactive Year-End Financial and Tax Planning Series Investment Tax Planning Creating Tax Alpha

    Webcast Bob Keebler and Scott Sprinkle cover investment tax planning strategies for year-end planning after ATRA.
    Published on December 09, 2013

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

    Investment Tax Planning What CPA Financial Planners Need to Know to Advise Individual Clients

    Webcast Practitioners are lead through a discussion on strategies for managing investment portfolios, income and taxes in this new environment.
    Published on July 02, 2013

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 30, 2015

    Resources on New Tax and Estate Planning Opportunities

    Tools Martin Shenkman shares multiple resources on new Tax and Estate Planning opportunities
    Published on November 18, 2014

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    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 April 29, 2015

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 16, 2014

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