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    Guidance on Roth IRA Conversions

    Guidance Take advantage of the many Roth IRA resources assembled here to assist in proper planning for your clients.
    Published on September 12, 2014

    Roth Education Series - Part 3

    Webcast The third in this 3-part educational series covers recharacterizations in-depth.
    Published on May 29, 2014

    Roth Education Series - Part 2

    Webcast Importance of Roth conversion planning.
    Published on May 29, 2014

    Retirement Planning and Issues Related to Aging

    Webcast In this webcast, a panel of CPA/PFS credential holders examine a number of retirement planning issues and strategies as well as considerations for aging clients.
    Published on September 12, 2014

    Time Sensitive Resources to Assist with 2013 Planning

    Overview For a limited time, access two popular PFP Section resources at no charge to help educate your clients.
    Published on October 02, 2014

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation
    Published on February 03, 2014

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014.
    Published on February 27, 2015

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on March 12, 2015

    PFP Health Care Reform News

    News Stay up to date on legislative and regulatory issues relating to health care reform.
    Published on December 19, 2014

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation
    Published on April 13, 2015

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