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.
Everyday 10,000 baby boomers turn 65. Planning & Tax Advisory Services cover 5 main areas and show you how you can update your skills and practice and offer your clients a roadmap to success!
Access in-depth guidance, checklists, questionnaires and more on subjects like asset protection issues and opportunities, portability, planning for the additional Medicare tax and net investment income tax, the Affordable Care Act, planning for estates under $5 million, and the Achieving a Better Life Experience (ABLE) Act – including the latest on Section 199A and new content on addressing qualified opportunity funds and the SECURE Act, as passed by the House of Representatives (volume 4)! Access all 4 volumes now!.
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; including new material on conservation easements, upstream planning for basis adjustments, GST-related generation assignments and allowed revision of older elections, and the recently-announced 2020 HSA limits in this recently updated guide (volume 4)! Volumes 4 coming later this summer – stay tuned!
PFP Bootcamp - Certificate Program
With approximately 10,000 baby boomers a day turning 65 over the next 10 years, many of your clients are looking for help planning their taxes, retirement, estate, risk management and investments. Are you prepared to help them?
The AICPA's Retirement Planning Certificate Program or the Personal Financial Planning Bootcamp will help you gain the expertise you need to ensure you're ready to assist your clients. The programs includes dynamic courses covering technical information you need to know through online, on-demand training. As an added bonus, use this to take you one giant step closer to earning the CPA-exclusive Personal Financial Specialist credential.More on AICPA TV
- CPA financial planner & CPA/PFS Business Development Toolkit
- Estate Basis Consistency Reporting Resource Center
- Impact of Tax Reform on Planning Toolkit
- Tax Reform Resource Center (PFP/Tax Section collaboration)
- Your CPA Practice & Planning Toolkit
- Roth IRA Conversions Guidance
- Tax Aware Investing resources
- Long-Term Care Insurance resources
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!
Follow the PFP Section on LinkedIn!