2014 Advanced Personal Financial Planning Conference
Jan 20-22. The 2014 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you prepare for the impact legislative and regulation changes will have on your practice and your clients.
The CPAs Guide to Estate and Financial Planning Vol 4 - Available now!
This comprehensive 1000-page, 4-volume, downloadable publication provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications of the American Taxpayer Relief Act of 2012 (ATRA) and net investment income tax..
Planning after ATRA and the Net Investment Income Tax Toolkit
ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.
The exposure draft of the proposed Statement on Standards in Personal Financial Planning Services was available for public comment from June 11 to September 9, 2013. The proposed standards are available for review. If you have questions, please contact Sarah Bradley at firstname.lastname@example.org.
The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner. Members of this section can use these resources to guide their clients and streamline their practice.
For those CPAs who have not yet formalized their PFP services, a new, free whitepaper available from the AICPA explores how you can leverage your tax knowledge to counsel your clients in retirement, estate, risk management and investment planning, as well as tax planning.