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    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

    2013 Planning After ATRA The CPAs Guide to Financial and Estate Planning

    Webcast 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 now.
    Published on August 15, 2014

    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 September 05, 2014

    Proactive Year-End Financial and Tax Planning Series Top Estate and Income Tax Planning Strategies

    Webcast Bob Keebler covers the top estate and income tax planning strategies for year-end financial planning after ATRA.
    Published on December 09, 2013

    Trusts, Section 469 & Section 1411 Material Participation After Frank Aragona Trust

    Webcast Archive In this webcast we will show you how the landscape for the material participation standard of trusts looks after Frank Aragona Trust.
    Published on August 22, 2014

    Inside Information Archives - 2013

    Newsletter 2013 Issues of Inside Information
    Published on July 23, 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

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on September 02, 2014

    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 September 02, 2014

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement.
    Published on March 25, 2014

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