Counseling a Family in Search of Long Term Care Teleconference Event
Presentation:
A significant practice opportunity exists for elder law attorneys and CPAs to counsel families faced with placing a loved one in an assisted living facility or nursing home. In this seminar, attorneys and CPAs will learn how to spot key...
Published on April 28, 2011
Counseling a Family in Search of Long Term Care
Presentation:
A significant practice opportunity exists for elder law attorneys and CPAs to counsel families faced with placing a loved one in an assisted living facility or nursing home. In this seminar, attorneys and CPAs will learn how to spot key...
Published on May 27, 2010
The CPAs Guide to Financial and Estate Planning
Guide:
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on June 02, 2013
The CPAs Role in Income Tax Planning
Article:
The CPA's role in developing tax planning strategies is broadened by the need to coordinate the analyses and recommendations with the goals, analyses, and strategies of other financial areas. Areas of personal financial planning that involve some aspect of tax planning include: cash flow planning, risk management planning, investment planning,
Published on March 29, 2011
Estate Planning Resources
Webcast:
Listen to leading estate and financial planning experts, including Sid Kess, in this web seminar recording that attends to the critical need for clients to update and review their financial and estate plans.
Published on September 26, 2012
Charitable Giving Practical Strategies for Real Clients
Webcast:
...will provide practical ideas to guide your clients on planning charitable gifts to achieve estate, gift and income tax benefits in the context of helping clients achieve important personal, family, business and other goals
Published on September 19, 2011
Forefield Advisor Client Communication Examples
Brochure:
These are a few examples of client communication tools available via Forefield Advisor.
Published on October 14, 2010
Elder Planning Services Useful Web Site Links and Resources
Overview:
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful. Access these sites to find more resources for Elder Planning services.
Published on April 03, 2013
Asset Protection Strategies
Webcast:
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics
Published on September 26, 2012
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Webcast:
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans. The guide will be released in four separate volumes and each is accompanied by a web seminar.
Published on February 02, 2012
The CPAs Role in Estate Planning
Article:
In providing estate planning services, CPAs provide services far beyond straightforward financial analyses. This planning area requires a special sensitivity to the dynamics of the client's entire life?family, finances, business, lifestyle, and goals
Published on May 11, 2010
Client Letter Template
Template:
From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients.
Published on April 09, 2010
Do I Need Personal Financial Planning
FAQ:
Everyone needs to plan for tomorrow. At every income level, there are steps you can take to make more efficient use of your assets and to ensure a secure financial future. To help you get started, here are some frequently asked questions about personal financial planning.
Published on May 11, 2010
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 June 14, 2013
Estate Planning Protecting Your Family, Providing for Your Wishes
Article:
Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family
Published on September 30, 2010