Changing Jobs discusses consideration for job changers or those just starting out. Topics include a range of benefits, health insurance, and life insurance
Published on May 07, 2010
The Health Care Reform Act and Its Impact On Your Clients
With the passage of the Patient Protection and Affordable Care Act of 2010, how will your individual clients be affected? How is health insurance likely to change? Join Paul Parish, Director of Tax Services and Kim Houlton, Director of Human Resources, both of Schenck SC (a regional CPA firm headquartered
Published on January 28, 2011
Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
Published on August 15, 2012
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
Elder Planning Glossary
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
Published on January 15, 2013
Transition to Retirement Medicare and Healthcare Decisions
In this seminar, Tom Tillery will address Medicare and healthcare decisions. He will use examples and case studies to discuss strategies and identify opportunities that CPA financial planners can use with their clients in this critical decision-making period.
Published on August 24, 2012
Health Care Reform
Stay up to date on legislative and regulatory issues relating to health care reform
Published on November 22, 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
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 December 04, 2013
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 November 01, 2012