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 asset protection, portability, planning for the additional Medicare tax and net investment income tax, the Affordable Care Act, the Achieving a Better Life Experience (ABLE) Act, summaries of the SECURE Act of 2019 and CARES Act of 2020! Access all 4 volumes now!
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!