Taking A Fresh Look At Reverse Mortgages
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
Personal Financial Specialist Application
The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system
Published on May 05, 2014
Planning After ATRA The CPAs Guide to Financial and Estate Planning
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 December 04, 2013
Proactive Year-End Financial and Tax Planning Series Top Estate and Income Tax Planning Strategies
Bob Keebler covers the top estate and income tax planning strategies for year-end financial planning after ATRA.
Published on December 09, 2013
2012 Advanced PFP Conference
Access recordings and materials from the 2012 Advanced Personal Financial Planning conference.
Published on March 06, 2012
Financial Assumptions in Planning Engagements - Part 1
There is woefully little information on the fundamental attributes of a good financial plan. Read a review of inflation assumptions and an attempt to make the case that various inflation assumptions should have a definite relationship to one another because of their high degree of correlation.
Published on May 07, 2010
Getting Started in Elder Planning Services
Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
Published on July 18, 2013
Corporate-Owned Life Insurance
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations
Published on May 10, 2010
Structure and Implementation
This section summarizes structure and other considerations in implementing an investment services business.
Published on April 09, 2010
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on November 05, 2013