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.
Refresh your skills and earn the PFS credential this spring. The demand for objective advice in tax, estate, retirement, investment and risk management/insurance planning continues to grow.
Checklist: Analysis of a Tax Return for Planning Opportunities
Check out this recently updated tool to help uncover tax and financial planning opportunities. This checklist walks you through a tax return line-by-line and points to new planning opportunities.
Enhance your ENGAGE conference experience by registering for one of these pre-conference workshops: Building a Tax and Financial Planning Advisory Business OR Expending Your Value as a Retirement Coach.
Financial Planning Digest
Fewer Americans delaying life events for financial reasons
May 21, 2018Only 35% of Americans said they had delayed a major life event for financial reasons, compared with 51% in 2015, according to -More-
Wanted: Female financial planners
May 21, 2018Many women prefer working with female financial advisers, yet female advisers represent a little over 15% of the industry. -More-
3 states renew fiduciary rule appeal
May 21, 2018The attorneys general of California, New York and Oregon have asked the US Court of Appeals for the 5th Circuit to reconsider -More-
Estate planning under the new tax law
May 21, 2018The new tax law, which raises the estate tax exemption, may affect planning strategies for high-net-worth clients. -More-
Advance Personal Financial Planning at Engage
Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in tax, retirement, estate, risk management and investment planning.
Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you’ll learn why past attendees rave about this conference every year. Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You’ll refine business strategies, implement new techniques that impact every life stage affecting your client’s financial outlook.More on AICPA TV
Stay on top of what’s new. The AICPA wants your practice to thrive. Take a look at the benefits your AICPA membership provides and the extra perks you can get by joining the PFP Section, such as the highly popular guides, newsletters and checklists.
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. This video demonstrates how CPA financial planners have used the PFP Section resources in practice.
All members of the AICPA are eligible to join the PFP Section!
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