Current PFP News 


Video Podcast Series: Banish Burnout

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AICPA

PFP News

 

Member-Exclusive News, Resources and Events

 

April 26, 2017

In This Issue

Video Podcast Series: Banish Burnout: Boost Your Personal Efficiency, Effectiveness & Profit

Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Broadridge Alert: Retirement Confidence Declines for Workers, Rises for Retirees

Don't Miss These Recognition Opportunities for CPAs

Early Bird Discount for Advanced PFP Conference Ends Friday

Bob Veres Media Reviews: Succession Planning Platform

What's Keeping Firm Owners Up at Night?

CPA/PFS Corner: First Online PFP Boot Camp Class Starts Next Monday; Find-a-CPA-PFS Referral Directory

Other News: Updated for 2017: Planning Charts from Bob Keebler; Broadridge Alert: Debt Ceiling: A Stop Sign for Federal Borrowing

 

 

PFP News & Resources

 

Video Podcast Series: Banish Burnout: Boost Your Personal Efficiency, Effectiveness & Profit

 

With the first round of busy season behind many of our members, now is the perfect time to check in with yourself and take steps to regain control over your time and your business. This 3-part video podcast series offers practical personal development and time management techniques you can use immediately to regain control over a business that’s running your life.  Coach Maria Marsala provides you with the tools and action steps to build new personal and business habits. Kick overwhelm to the curb and live better.  Attack your to-do list with a re-energized attitude.  Learn how to find more time and create more energy for yourself.  Discover what’s holding you back and banish burnout for good! Missed “Part 1: Introduction to Burnout” last week? Catch up here.

Part 2: Solutions for Demotivation (Download Slides) - Increasing Your Personal Energy (20 to 30 min)

 

Reenergize your life as you learn to live by design rather than by default.

Maslow had it half right:  notice the ways your firm can be your key to life full-fillment.

 

Do your “happy homework” and check back next week for Part 3!

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Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

 

In this video podcast (download slides ), Bob Keebler, CPA/PFS, recaps the first quarter of 2017 case law, private letter rulings, as well as proposed and enacted legislation. 

 

Cases and PLRs covered include:

 

o

GRAT reformation

o

Portability election relief

o

Gift tax return disclosure

o

Same sex marriages

o

IRA rollover relief

o

DISC owned by Roth IRA

o

Beneficiary reformation

o

And much more!

 

Other updates covered include

 

o

Death Tax Repeal Act of 2017

o

Beginning year tax planning, including annual exclusion gifts, contributions to Section 529 plans, IRA funding, Roth IRA conversions, and early-year exercise of ISOs

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Broadridge Alert: Retirement Confidence Declines for Workers, Rises for Retirees

 

In its most recent Retirement Confidence Survey (RCS), the Employee Benefit Research Institute found that confidence among workers has declined, while retirees are feeling better about their prospects. Some workers felt mentally and emotionally stressed about their financial situations.  Learn more in this client alert (view the alerts section on the homepage after logging in).

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Don't Miss These Recognition Opportunities for CPAs

 

Nominations are due by May 5th for young CPA/PFS credential holders to receive a Standing Ovation , which recognizes young CPAs in personal financial planning (including estate, retirement, investment, risk management/insurance, and tax planning) who exhibit exemplary professional achievement. Applications are also due by May 5th for the P. Thomas Austin Personal Financial Planning Division Scholarship , which covers the registration fee and travel expenses of an emerging CPA to attend the 2017 Advanced Estate Planning Conference (June 12-14 in Las Vegas). 

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Early Bird Discount for Advanced PFP Conference Ends Friday

 

Register today for the Advanced PFP Conference and qualify for a $100 early bird discount (offer ends 4/28).  Additionally, PFP/PFS section members qualify for a section discount of $100. AICPA ENGAGE is the profession's one-of-a-kind event to accelerate and advance your success, bringing together five of the AICPA's well-known conferences for four days of fresh ideas and breakthrough presentations and workshops — all under one roof. You can choose to attend only the Advanced PFP Conference or purchase a Mega Pass to access all conferences with all recordings and materials post conference. Within the top rated Advanced PFP Conference , you will continue to have the dedicated conference that you have come to count on each year with the highest quality, content, speakers and networking with your peers. You can choose from five tracks for focused learning: Wealth Management and Tax, Retirement Planning, Investment Management, Practice Management and Technology and Insurance/Risk Management.  You'll refine business strategies, implement new planning techniques, and learn a holistic approach to every life stage affecting your client's financial outlook.

Enhance your experience by registering to attend one of the following pre-conference workshops:

 

Building a PFP Services Business

George Kinder’s Seven Stages of Money Maturity

Personal Financial Planning Boot Camp

Planning for the $5-$12 Million Estate

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Bob Veres Media Reviews: Succession Planning Platform

 

Bob Veres Media Reviews are designed to save you hours of reading time each month — giving you time for more productive activities. Read Bob’s write-ups of articles in April’s Financial Advisor magazine, including those rated with high relevance:

 

“Future Will Demand More of Advisors” by Karen DeMasters

“DeVoe, Kochis Launch Succession Planning Platform” by Christopher Robbins

“No Going Back” (DOL Rule) by Dan Jamieson

 

Access other editions of media reviews, Inside Information and e-columns.

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What's Keeping Firm Owners Up at Night?

 

Provide insights on critical issues by participating in the AICPA’s Private Companies Practice Section (PCPS) CPA Firm Top Issues survey. Complete this ten minute survey by May 15, gain access to results and help set the focus for resources. Your participation not only informs the profession but shapes the future.

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CPA/PFS Corner

 

 

First Online PFP Boot Camp Class Starts Next Monday
Sign up today to get in at the start! Other PFP Boot Camp options include: in-person class at the Engage conference and self-study online. Register now and prepare for the July 1-31 summer PFS Exam window (25% early bird discount until May 24th).

Find-a-CPA-PFS Referral Directory
The Credential Referral Directory can add visibility to you as a CPA/PFS credential holder.  Update your AICPA profile with your professional skills and contact information to be included in the search criteria that fits you best.  Consumers and industry stakeholders can search on location or areas of expertise to locate credential holders and learn about the value of the CPA/PFS credential.  Check out www.aicpa.org to update your profile and findacpapfs.org for the referral directory today!

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Other News

 

 

Updated for 2017: Planning Charts from Bob Keebler
As part of your member benefit suite, you have access to powerful planning tools and decision charts provided by Bob Keebler, CPA/PFS, to help you advise your clients on estate, retirement, and tax planning strategies. Some of the updated resources include DrawDownTM Strategies, Traditional IRA Distribution Flowchart and 75 Best Income Tax Strategies for Financial Professionals to Generate TAX ALPHATM.

Broadridge Alert: Debt Ceiling: A Stop Sign for Federal Borrowing
The Bipartisan Budget Act of 2015 suspended the federal government's statutory debt limit—commonly called the debt ceiling—through March 15, 2017. That deadline came and went with little fanfare as Congress focused on other matters, but the debt ceiling cannot be ignored for long, and it's likely to become a focal point for negotiations on broad fiscal issues, including the federal budget and tax reform. Using this new client alert, help your clients understand how the debt ceiling relates to the national debt and annual budget deficits.  Login to Broadridge and view the alerts on the homepage to access this alert.

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Events

 

PFP Section-sponsored webcast recordings and materials are available as part of your PFP/PFS membership and are posted to aicpa.org/pfp/library if you would like to listen again or if you are not able to attend the live event.

Conference recordings are available at no charge to conference attendees or for purchase to those who weren’t able to attend. Recordings from past conferences are available at aicpaconference
materials.com
.

Upcoming PFP Section-Hosted Webcasts:

Watch PFP News for registration links for upcoming events!

Life Insurance Policy Review: What CPAs Need to Know When Serving Individual Clients
May 16 from 1-2:15pm ET
Discounted CPE.

Proactive Planning: Post-Tax Season

May 24 from 1-2:45pm ET.
Discounted CPE

Top Financial and Estate Planning Ideas
June 21 from 1-2:15pm ET.
Discounted CPE.

Evaluating Existing Variable Annuities
June 29 from 1-2:15pm ET
Discounted CPE.

Taking a Fresh Look at Reverse Mortgages
July 19 from 1-2:15pm ET
Discounted CPE.


Other Upcoming Webcasts:
Tax Practice Quarterly: Annual Tax Season Debrief
April 27 from 1-3pm ET
Discounted CPE.

Tax Reform: Are You and Your Clients Ready?
May 9 from 1-2pm ET
Discounted CPE.


Upcoming Conferences:

Advanced PFP Conference (ENGAGE)
June 12-14, 2017
Discounted CPE.

Building a Personal Financial Planning Services Business*
(ENGAGE pre-conference workshop)
June 10-11, 2017

George Kinder’s Seven Stages of Money Maturity Workshop*

(ENGAGE pre-conference workshop)
June 10-11, 2017

PFP Bootcamp*
(ENGAGE pre-conference workshop)
June 10-11, 2017

Planning for the $5-12 Million Dollar Estate*
(ENGAGE pre-conference workshop)
June 11, 2017

*To register for the ENGAGE conference, individual workshops, or bundle, click here to start the registration wizard; once you enter your personal information, you will be directed to the next page where you can select the event or combination of events you wish to attend.

2018 Personal Financial Planning Summit
January 7- 10.
Registration Coming Soon.

 

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