Personal Financial Planning

    As a CPA personal financial planner, you ensure that your clients receive expert, objective advice to make the most of their assets now and to plan for themselves and succeeding generations in the future. AICPA's personal financial planning publications help keep you up to date on changes in the planning landscape, offer guidance on compliance with regulations, and provide a library of knowledge about the many services clients may request.

    Now Available! 

    The CPA's Guide to Financial and Estate Planning



    This comprehensive, 1000-page, 4-volume, downloadable (PDF) publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters. The Guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.

    The Guide is complemented by a webcast series, Planning after ATRA, presented by one of the authors, Steven Siegel. The downloadable PDF file includes four individual volumes of the Guide. Each file contains one volume of the Guide, as well as instructions on how to access the webcasts.

    Spotlight

    Tax Planning after the Healthcare Surtax: Tools, Tips, and Tactics
    A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has your clients, and institute best practices that will yield benefits in 2013 and beyond.
    The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning, Second Edition
    Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
    Unlocking the Mystery of Healthcare Planning for Retirement, Second Edition
    Modern medicine has extended life expectancy, but the added years often come at a high cost - and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.

    Permission to Reuse Content 

    If you would like to reprint or reuse material from an AICPA publication, AICPA Rights and Permissions is available to assist you.

    Multiple User Licenses 

    We understand that your needs may extend beyond personal use of a publication. Many AICPA publications can be delivered in electronic form under multiple user licenses. Our Licensing Team is available to assist you with understanding available products and terms. 

    Featured Publications 


    Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

    Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.


    The CPA's Guide to Developing and Managing a PFP Practice

    Firms interested in adding personal financial planning (PFP) services to their practice or expanding their existing services can rely on this comprehensive guide to walk them through the issues to consider- regulatory considerations, developing procedures, marketing your services, managing risk, and more. This guide is full of resources for those considering this exciting opportunity, including a sample business plan, illustrative engagement letters, and client questionnaires.

    Publish With AICPA! 

    Did you know that AICPA Publications accepts proposals from, and publishes the works of, thought leaders on various topics?  For information about our publishing program and how to submit a book proposal email acquisitions@aicpa.org
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