Social Security Planning

Guide:  Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make
Published on February 01, 2013

The CPAs Guide to Social Security Planning (Excerpt)

Overview:  Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members
Published on February 04, 2013

The CPAs Guide to Social Security Planning

Guide:  A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for...
Published on February 04, 2013

Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations

Webcast:  In this web seminar, a panel of experts lead financial planners in a practical, technically-sophisticated, but marketing-sensitive discussion.
Published on June 06, 2013

Fox Financial Planning Network Program Details

Tools:  Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on May 03, 2013

PFP Division 2011 Year in Review

Article:  With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013

PFP Division 2012 Year in Review

Article:  ...With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on June 04, 2013

Planning for Social Security Presentation from Forefield Advisor

Article:  A sample presentation from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

Elder Planning

Video:  Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients
Published on January 15, 2013

Planning for Retirement

Overview:  Access information and resources related to planning for retirement. Topics covered include saving for retirement and social security benefits
Published on May 07, 2010

Unique Issues with Out-of-Country Retirement Web Seminar

Webcast:  ...an Aging Society. In this web seminar, you will learn about the issues with moving across the border, including immigration, Canadian exit tax, Canadian income tax, estate planning, qualifying for social security and Medicare, and the tax treaty to
Published on May 28, 2010

Unique Issues With Out of Country Retirement

Presentation:  In this web seminar presentation, learn about moving across the border, including immigration, Canadian exit tax, Canadian income tax, US income tax, Estate Planning, qualifying for social security and Medicare, and the tax treaty, amont other issues
Published on May 27, 2010

Retirement Planning Webinars

Webcast:  Our web seminars give PFP Section Members the opportunity to learn about timely retirement planning issues as well as interact with their fellow peers
Published on May 03, 2013

Transition to Retirement Social Security Decisions

Webcast:  In this web seminar, Ted Sarenski leads practitioners through a discussion on social security decisions for clients making the transition to retirement
Published on August 24, 2012

Risk Management

Article:  Return to PFP Web Seminar Library IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (4/18/2013) Tom Tillery Latest Trends & Developments in Long-Term Care Insurance (1/30/2013) Michael E. Kitces Best Prac
Published on April 26, 2013