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    Resources - Personal Financial Planning 

    The Personal Financial Planning Center helps members to meet the challenges of this emerging service by providing comprehensive tools and access to the latest information in the field, so members can deliver quality financial planning services to their clients.

    Forefield Advisor 

    Go to Forfield Advisor

    Forefield Advisor is a Web-Based business development, education and client communication tool that enables personal financial planning professionals to deliver current and concise advise to clients. Resources are continuously updated to reflect current legislation and industry trends.

    All of the resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals. You can choose from any of the 3,000 resources to compile the presentations that uniquely fit your client’s needs.

     

    PFP Practice Center 

    Go to the PFP Practice Center

    The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before. 
    • Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services? 
    • Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning? 
    • Is it difficult to answer your clients’ questions efficiently in this area? 
    • Do your partners not understand the value that adding these services can bring to your business?  

    If any of the above questions resonate with you, the PFP Practice Center can help.

     

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    Planning for Same Sex Couples

    Article As a result of the Defense of Marriage Act, and ongoing changes in many states allowing same sex marriages, the preparation of a sound and integrated financial plan has become more complex.
    Published on April 16, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on April 14, 2014

    PFP Practice Center

    Toolkit The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs, that are greater than ever before.  Has your firm struggled with how to efficientl
    Published on April 11, 2014

    The CPAs Guide to Financial and Estate Planning

    Guide The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
    Published on April 11, 2014

    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources.
    Published on April 11, 2014

    Social Security Planning

    Guide Are you aware of the planning needs associated with Social Security?  Learn more about how the Social Security program affects the decisions that clients need to make.
    Published on April 11, 2014

    Financial Literacy Helping Americans Understand Their Personal Finances

    Overview The AICPA promotes financial literacy by helping Americans understand their personal finances and develop money management skills.
    Published on April 11, 2014

    Interview with David Kirk and Adrienne Mikolashek (Slides)

    Presentation Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions.
    Published on April 11, 2014

    Interview with David Kirk and Adrienne Mikolashek (Audio)

    Audio Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions.
    Published on April 11, 2014

    Tax Planning

    Overview Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning.
    Published on April 11, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 07, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on April 03, 2014

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on April 03, 2014

    7216 Guide and Sample Consent Forms

    Guide Section 7216 Consent Forms Practice Guide for use by tax practitioners.
    Published on April 03, 2014

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