Estate Planning 

    The CPA's Guide to Financial and Estate Planning

    The CPA's Guide to Financial and Estate Planning is a comprehensive, 1000-page, 4-volume, downloadable publication, which 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 and the Medicare surtax. The 2013 edition is accompanied by a webcast series, Planning After ATRA, with one of the authors of the guide, Steve Siegel.

    Tools & Resources


    • Planning After ATRA and Net Investment Income Tax Toolkit: compilation of articles, resources, webcasts, podcasts and more to help you educate your clients and proactively plan for the changes enacted under the American Taxpayer Relief Act and the Medicare surtax, which became effective in 2013
    • Forefield Advisor: estate planning content from this popular, premier client communication and education tool
    • PFP News: weekly e-newsletter keeps members abreast of new resources and events in all financial planning areas, including estate planning
    • Planner: bi-monthly, quick read newsletter focusing entirely on financial planning issues from thought-leaders
    • Legislative and Regulatory Updates: AICPA advocacy and leg/reg updates on estate tax legislation
    • Estate Planning Review: Highlights from Expert Advisory Panel: Complimentary issue of CCH Journal including impacts of state law on estate and tax planning, insights on recent developments in the life insurance industry, investment planning and technology, the impact of changes on clients and planning strategies, and recent legislative proposals




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