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    Tax Return Checklist

    Presentation Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

    Analysis of a Tax Return for Personal Financial Planning

    Checklist Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice
    Published on June 18, 2013

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2014

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities
    Published on August 05, 2014

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities
    Published on July 16, 2013

    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax
    Published on December 15, 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 February 25, 2015

    2013 Series Take Charge Your Money. Your Life

    Webcast This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning.
    Published on July 01, 2014

    Update on Inherited IRAs

    Webcast This webcast will provide an update on the rules regarding inherited individual retirement accounts.
    Published on August 05, 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 September 02, 2014

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations
    Published on August 14, 2014

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