What CPAs Need to Know to Advise Clients on Healthcare
Ted Sarenski shares the latest on the Affordable Care Act and health care decisions that CPAs should be prepared to advise their clients to make
Published on October 30, 2013
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law...
Published on September 24, 2013
PFP Health Care Reform News
Stay up to date on legislative and regulatory issues relating to health care reform
Published on December 19, 2014
What CPAs Must Know to Advise Clients on Health Care
This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
Published on February 05, 2014
Steps the Public Can Take Before Disaster Strikes
Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
Published on August 14, 2014
PFP Tax 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 May 05, 2015
Podcasts from the Personal Financial Planning Division
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
Insurance and Risk Management
Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks
Published on April 22, 2015
Disasters and Financial Planning A Guide for Preparedness
Disasters, whether natural or manmade, usually strike quickly and without warning. You and your family may have little or no time to decide what to do next. That's why it is so important to plan for the possibility of a disaster?and not wait until it happens.
Published on August 21, 2014
Forefield Advisor Client Communication Examples
These are a few examples of client communication tools available via Forefield Advisor.
Published on October 21, 2013