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.
Legislation like TCJA, and the SECURE and CARES Acts have added more complexity to planning for your individual, family, and business owner clients. The tools and resources will help you plan proactively for your clients.
In volume 2, access in-depth guidance, checklists, and questionnaires on subjects like annuities, employee benefits, transfers includible in the estate at death, the marital deduction, powers of appointment, selection and appointment of fiduciaries, postmortem planning, planning for the executive, planning for the professional, closely held businesses and planning for the owner of a closely held corporation. Stay tuned for Volumes 3-4 coming soon!
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!