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    Tax Return Checklist

    Presentation Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

    2013 Series Take Charge Your Money. Your Life

    Webcast This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning.
    Published on July 01, 2014

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities
    Published on July 16, 2013

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2014

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities
    Published on August 05, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    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 April 08, 2015

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients
    Published on February 25, 2015

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on March 03, 2015

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance
    Published on April 03, 2015

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
    Published on August 27, 2014

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