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.
Use resources from the PFP Section and others to help you stay current, communicate with your clients and reinforce your role as trusted adviser during this time of uncertainty.
This updated guide focuses on the strategies and advice you can provide as your clients plan and make decisions in this crucial area. Also included in the guide are updated 2020 key numbers, planning tips on when to start retirement benefits, what to do when a recipient dies, information for disable widows and widowers and much more!
Access in-depth guidance, checklists, questionnaires and more on subjects like planning for the partner, sole proprietor, elderly and disabled; planning for marriage or divorce; maximizing deductions, and year-end planning strategies. Also including new material on updating IRC 529 plans after SECURE Act, farmers and IRC 199A, the new world of discount broker fees and more SECURE and CARE Act changes! Volumes 4 coming later this summer – stay tuned!
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.
All members of the AICPA are eligible to join the PFP Section and maximize your membership!
Follow the PFP Section on LinkedIn!