Personal Financial Planning
The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.
This year, there were numerous changes to “normal” tax law due to the CARES Act. In addition, clients went through transitions this year and are likely re-thinking what is most important to them personally. This has a direct impact on their financial planning strategy. Top this off with a change in administration around the corner, which all give you the perfect opportunity to get in front of your clients before the year is over. Use this letter to spur conversation and smart planning moves to help them with as their trusted adviser.
Tune into tax and financial planning expert Bob Keebler as he shares planning ideas to support your clients before the year ends.
Hear Robert Keebler share the potential outcomes for the pending races and how these may impact 2020 planning in this episode of the PFP Section podcast.
The CPA/PFS: Helping you realize your dreams
Share this video on your website, social media or via email to help your clients and prospects appreciate the peace of mind that you bring as their CPA Personal Financial Specialist (CPA/PFS).
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including tax, retirement, estate, risk management and investments. This video demonstrates how CPA financial planners have used the PFP Section resources in practice.
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