Estate Planning Landscape Overview
Presentation:
The webinar covers planning opportunities for 2012 regarding use of the (possibly expiring at the end of 2012) $5 million gift tax exemption and portability. It will include discussion of various estate planning techniques that estate planners may want to consider for clients now as they take some time to
Published on October 17, 2012
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning
Published on March 20, 2013
PFS Exam Review Options
Overview:
Learn about the PFS Exam Review program at the AICPA.
Published on April 16, 2013
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 May 16, 2013
Life Events
Overview:
Learn about financial planning, tax considerations, and other matters related to particular life milestones
Published on April 30, 2010
AMT Strategies to Escape Its Reach
Webcast:
The latest developments and tax planning strategies to minimize AMT are presented in this session, including AMT tax planning strategies; current case, rulings and legislation; and a focus on planning for investment expenses, income...
Published on May 28, 2010
PFP Tax Webcasts
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers
Published on May 08, 2013
Getting Married
Overview:
Getting Married discusses personal financial issues related to marriage, including tax filing, property ownership, insurance, and retirement and estate planning
Published on May 07, 2010
Starting a Family
Overview:
This section contains information and resources related to starting a family. Topics covered include financial planning, insurance, child tax credit and more
Published on May 07, 2010
Implementing Section 7216
Article:
...IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
Published on January 28, 2011
Managing a PFP Practice
Video:
Managing a personal financial planning practice is much different than managing a tax or audit practice. Managing a PFP Practice will give you the guidance necessary to help you manage your practice successfully and profitably
Published on May 11, 2010
PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on April 26, 2013
2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
Presentation:
PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner
Published on August 30, 2012
Loss of Spouse
Overview:
Learn about financial issues related to the loss of a spouse, including estate and protection planning, arranging for final expenses, income tax concerns, and more
Published on May 07, 2010
Estate Tax Legislation
News:
Stay up to date on legislative and regulatory issues relating to estate tax legislation
Published on May 16, 2013