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Contact(s):

Kristin Vincenzo
212-596-6138
kvincenzo@aicpa.org

AICPA Practitioner Webcast Offers 2014 Tax Strategies for Financial Planners 

Published May 15, 2014

AICPA Practitioner Webcast Offers 2014 Tax Strategies for Financial Planners

NEW YORK (May 15, 2014) – Now that investors have experienced the effects of the American Taxpayer’s Relief Act (ATRA) and Net Investment Income Tax (NIIT) on their 2013 tax returns, many are turning to financial planners to help them identify practical ways of strengthening their portfolios in the post-ATRA/NIIT environment.

During the American Institute of CPAs’ (AICPA) webcast “Proactive Planning: How Your Peers Are Advising Their Clients in 2014,” five CPA financial planners will discuss possible tax-planning strategies for 2014. The webcast topics will include:

·        Lessons learned from the 2014 tax season

·        The real impact of ATRA on clients’ personal financial plans

·        Practitioner tips for encouraging clients to take action

The webcast is free for Personal Financial Planning (PFP) Section members without optional CPE. Discounted CPE credit is available for members of the Institute’s PFP, Tax, and PCPS sections.


What: 
           

“Proactive Planning: How Your Peers Are Advising Their Clients in 2014”

 
When:            

Monday, May 19, 2014, 1 p.m. – 2:45 p.m., EDT

Who:              
Lyle Benson, CPA/PFS, chair of the Personal Financial Planning Executive Committee
Susan Bruno, CPA/PFS, member of the National CPA Financial Literacy Commission
Lisa Featherngill, CPA/PFS, member of the National CPA Financial Literacy Commission
Bob Keebler, CPA, chair of the Advanced Estate Planning Conference
Larry McKoy, CPA/PFS, member of the Personal Financial Planning Executive Committee

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