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    PFP News


    Member-Exclusive News, Resources and Events


    November 25, 2014

    In This Issue

    Top 5 Reasons Why You Should Attend the Advanced PFP Conference

    Special Pricing for Young and Emerging CPA Financial Planners

    Student Sponsorship Opportunities

    Forefield Alert: Corporate Inversions: Tightening the Rules

    Bob Veres Media Reviews: The Rainmaker's Reign Is Over

    CPA/PFS Corner: Seats Still Open for Annual Media Training!



    PFP News & Resources


    Top 5 Reasons Why You Should Attend the Advanced PFP Conference


    The AICPA Advanced Personal Financial Planning Conference is known as the most technically advanced in the country as it relates to estate, retirement, tax, investment and risk management planning. Here are the top 5 reasons you should kick off 2015 with the Advanced PFP Conference.

    1. Customized Tracks for Focused Learning
    The conference has tracks to meet your needs regardless of your area of expertise, including retirement planning, tax and wealth management planning, investment management, insurance and risk management, and practice management and technology. Choose to focus your time in one track or mix things up.

    2. Top Reviewed Speakers and Sessions
    Over 60 speakers and 62 sessions will offer high-level guidance, including attendee favorites Bob Keebler and Michael Kitces . Keynote sessions will feature Arthur Laffer, David Kelly, Cam Marston, Barry Melancon and Mitch Anthony. Other prominent speakers include David Blanchett, Joel Bruckenstein, Michael Finke, Steve Oshins, Wade Pfau, Paul Lee, Amy Florian, and many more! Download the conference brochure for the detailed line-up of speakers and sessions.

    3. Live or Virtual Options
    You can attend on-site or online from your home or office! Join us at the Bellagio Resort to network with your peers and enhance your learning experience or attend the conference remotely, in real-time. If you are joining virtually, all content for the conference will be available to you, and you can still earn CPE credit for all sessions that you attend. Attending live? Make your hotel reservations at the Bellagio by December 16th to get the PFP conference rate.

    4. Specialized Seminars to Enhance Your Experience
    Regardless of your career stage, enhance your knowledge by taking part in an in-depth seminar before the Advanced PFP Conference. It's a great way to join the PFP community and take your PFP business to a higher level. At the Implementing Personal Financial Planning Services Seminar, you will explore the practices of nine successful CPA financial planners who have built their practices to provide the highest value for their clients. In the Tax-Efficient Investing Seminar led by renowned expert Robert Keebler, you'll gain insight on how to optimize after-tax returns under the new tax regime, with strategies for every aspect of investing.

    5. Praise from Prior Year Attendees
    Conference attendance has more than doubled since 2009 with record numbers in 2014. The conference planning committee has worked hard and seeks to exceed 2014 conference evaluations. Attendees from the 2014 conference revealed why this is the best and most advanced personal financial planning conference in the profession: 95% of attendees thought the conference exceeded expectations and 97% of attendees felt the quality of speakers exceeded expectations. See why financial blogger and frequent conference speaker, Michael Kitces, considers the Advanced PFP Conference as the premier advanced technical content event for financial planners.

    Ready to Register? Don't Forget the Early Bird and PFP/PFS Member Discounts
    Register by December 5th to receive up to $175 off of the already reduced AICPA member price with the early bird discount and PFP/PFS member discount. Bundle and save! Attend the conference and a preconference seminar for a reduced price.

    Special Pricing for Young and Emerging CPA Financial Planners
    Professionals with fewer than 10 years of PFP experience and fewer than 15 years in the CPA profession are invited to attend the conference for the discounted price of $595 and participate in the Emerging Leaders Learning Path, with conference sessions to help gain valuable technical knowledge and expertise to implement and demonstrate client value. This is an excellent opportunity for an experienced practitioner to introduce less experienced staff to the conference with special pricing. To take advantage of this offer, e-mail with your or your emerging professional's name, contact information and brief professional history/CV. An AICPA PFP Division representative will respond to your e-mail with next steps and registration information.

    Student Sponsorship Opportunities
    Strengthen the connection between financial planning and the CPA profession and build a pipeline for future generations to carry on the work you are so passionate about by sponsoring a student or educator to attend the 2015 Advanced PFP Conference and/or sponsoring on-site activities for students.



    Forefield Alert: Corporate Inversions: Tightening the Rules


    Corporate inversions have received considerable media attention in the last few months. This strategy has also drawn close scrutiny by the federal government. What exactly is a corporate inversion? And why has it become a hot-button issue? This Forefield Video Alert explains this strategy.



    Bob Veres Media Reviews


    Bob Veres Media Reviews are designed to save you hours of reading time each month -- giving you time for more productive activities. Read Bob's write-ups of articles in November's Investment Advisor magazine, including:


    "The Rainmaker's Reign Is Over" by Angie Herbers (practice growth)

    "Mercenaries or Missionaries" by Mark Tibergien (practice culture)

    "How Do You Know When Client Service People are Good?" by Angie Herbers

    "How to Communicate Compliantly With Social Media" by Dan Skiles

    "The ERISA Mystery" by Tom Giachetti

    "The Rise of the Millennial Manager" by Caleb Brown


    Access other editions of media reviews, Inside Information and e-columns.



    CPA/PFS Corner



    Register by December 8th for the 2014 winter PFS exam, offered December 15, 2014 - January 26, 2015 at convenient testing centers located across the country.

    Annual CPA/PFS Media Training at Advanced PFP Conference
    Yet another reason to attend the Advanced PFP Conference! We still have openings for our CPA/PFS media training class to help you gain more visibility in your local market and develop relationships with local journalists. CPA/PFS credential holders have the benefit of FREE annual media training (Sunday, January 18, 2015 from 1-5pm) at the Advanced PFP Conference. Space is limited for this class - email to reserve your spot today.



    Other News



    Sample Client Letter: Planning Opportunities for POAs
    Download and customize this sample client letter from Martin Shenkman, CPA, MBA, PFS, AEP, JD, which identifies overlooked planning opportunities in a client's power of attorney. For more estate planning resources, including recordings of related presentations by Martin Shenkman, visit

    2015 Forefield Key Numbers Available
    Forefield Advisor's popular 2015 Key Numbers piece can be used to get a head start on creating client plans for the new year, or to connect with prospects and other centers of influence. Newly updated, this piece lists key figures for 2014 and 2015 and is available in 2 formats for maximum flexibility.





    Event recordings and materials are posted to if you would like to listen again or if you are not able to attend the live event. Unless otherwise noted, PFP Section-sponsored webcasts are offered free without optional, discounted CPE for PFP/PFS members.

    Upcoming Webcasts:

    Next week! Advanced PFP Series: Avoiding Common Estate Planning Mistakes
    December 3, 3-5pm ET
    Discounted CPE

    Next week! Investment Tax Planning - Creating Tax Alpha
    December 4, 1-2:45pm ET
    Free | Discounted CPE

    CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    December 16, 1-2:45pm ET
    Free to ALL | Discounted CPE

    Upcoming Conferences:

    AICPA Advanced Personal Financial Planning Conference
    January 19-21, 2015
    Bellagio, Las Vegas
    Live | Virtual
    PFP/PFS members save an additional $100 on the early-bird and AICPA member discounts.

    Implementing PFP Services: Step-by-Step Plans for Success
    January 17-18, 2015
    Bellagio, Las Vegas
    2-day session only | Bundle with PFP Conference
    PFP/PFS members save an additional $100 on the AICPA member price.

    Tax Efficient Investing Seminar
    January 18, 2015
    Bellagio, Las Vegas
    1-day session only | Bundle with PFP Conference
    PFP/PFS members save an additional $100 on the AICPA member price.


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