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 new planning tool will help you measure retiree health care costs and deliver planning advice tailored to your clients’ unique health care needs in retirement.
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
How national tax reform is affecting state taxes
Mar 19, 2018This podcast answers questions CPAs have about the effect of the new tax law on clients' federal and state taxes. -More-
Appeals court panel vacates fiduciary rule
Mar 19, 2018A three-judge panel of the US Court of Appeals for the 5th Circuit vacated the Labor Department's fiduciary rule in a 2-1 dec -More-
Report: RIA M&A surges
Mar 19, 2018-More-
Estate planning considerations for collectibles
Mar 19, 2018Advisers can help clients with large collections of art or other valuable items manage financial and tax considerations. -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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