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
2011 Series Take Charge Your Money. Your Life.
Webcast:
Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials...
Published on May 03, 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 May 03, 2013
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
...decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
...decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
...decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
Webcast:
...legislative activity around estates over the last year, now is the opportune time for advisers to help clients make critical financial and estate planning decisions. Clients are frustrated with tax uncertainty and stressed by economic turmoil. Clients need to plan now more than ever but most
Published on October 25, 2011
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
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning
Published on March 20, 2013
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 May 17, 2013
Series From Tax Preparer to Financial Planner The Road Best Traveled
Webcast:
Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. The following steps will help you transition from tax preparer to financial planner
Published on January 15, 2013
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
Media Outreach:
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities
Published on March 03, 2010
PFP State Resource Sharing
Tools:
State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013
Fox Financial Planning Network for CPAs
Overview:
A new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
Published on May 08, 2013
An Interview with Mike Seefeld
Member Profile:
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services
Published on April 28, 2011