Current PFP News 


Benefit Spotlight: PFP Learning Library

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AICPA PFP News
  Member-Exclusive News, Resources and Events  
September 20, 2017
In This Issue
Broadridge Alert: Equifax Data Breach Serves as Painful Reminder of Consumer Vulnerability
Tomorrow! Facebook Interview: Positioning Yourself to Meet Future Client Needs
Benefit Spotlight: PFP Learning Library
Nominate a Star CPA/PFS for a Standing Ovation
T3 Technology Conference: Technology and the Future Ready Advisor
CPA/PFS Corner: Prepare Today for the PFS Exam; Already Have the PFS? Save on Next Year's Dues
Other News: Broadridge Alert: Rising Rates, ABLE Accounts and Social Security; Podcast: CRT Can Own Endowment Units; Podcast: Advising Clients on IRC 831(b) Captives; Resources for Helping Clients Impacted by Disaster; Bob Veres Media Reviews: A Steep Price for Medicare; T3 Technology Hub News: Redtail's Improved Mobil App; Article: Empowering Future Firm Leaders
PFP News & Resources
Broadridge Alert: Equifax Data Breach Serves as Painful Reminder of Consumer Vulnerability
  On September 7, 2017, Equifax announced a massive data security breach that exposed vital personal identification data, including names, addresses, birth dates, and Social Security numbers on as many as 143 million consumers, roughly 55% of Americans age 18 and older. This Broadridge client alert can help address client questions and concerns.
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Tomorrow! Facebook Interview: Positioning Yourself to Meet Future Client Needs
  CPAs are already seen by their clients as the most trusted source for financial advice today.  But what will the needs of the future client look like? Jeannette Koger, CPA, CGMA and Association VP of Advisory Services and Credentialing, will talk about the client of the future and how CPAs can continue to meet the needs of individuals for the long term during a Facebook Live interview at 1:30 p.m. EST on Thursday, Sept. 21.  If you’re unable to watch the broadcast live, visit the video portion of the AICPA Facebook page and look for the video titled “Positioning Yourself to Meet Future Client Needs.”
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Benefit Spotlight: PFP Learning Library
  Did you know that as a PFP Section member you have complimentary access to hundreds of recorded educational events?  Browse videos, webcasts and podcasts by topic area or date in the PFP Learning Library.  Stay updated on technical and practice management topics when it is convenient for you.  Some recent events cover areas like disaster relief, regulatory exams, reverse mortgages and retirement plans. 
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Nominate a Star CPA/PFS for a Standing Ovation
  Young CPA/PFS credential holders are the future of the profession and the AICPA’s PFP Division wants to recognize these individuals for their professional achievements. The AICPA’s Standing Ovation Program recognizes young CPAs in personal financial planning (including tax, estate, retirement, risk management and investments) who exhibit exemplary professional achievement. Help spread the word to others in your firm that they can submit nominations with this quick and easy online application by May 1, 2018.
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T3 Technology Conference: Technology and the Future Ready Advisor
  Join Joel Bruckenstein and other industry experts on February 6-9, 2018 as they reveal the top trends in financial services today and what they anticipate as the future unfolds.  Conference attendees will learn how to ensure that their firm is future ready, and will have an opportunity to have their most pressing technology questions answered.  Save $75 at registration as a PFP Section member using code T3AICPA.  Additional early-bird discount good through October 31.
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CPA/PFS Corner
  Prepare Today for the PFS Exam
Register today for the fall PFS Exam window (November 15-December 15) with a 25% early bird discount. Then use the study style you like best to review for the exam: in-person, online, on-demand self-study, or practice questions.

Already Have the PFS? Save on Next Year’s Dues
Refer a CPA to either obtain the CPA/PFS credential or sit for the PFS exam and earn a 100% credit on next year’s PFS credential dues! Learn more about how to qualify and what to discuss with potential credential holders.
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Other News
  Broadridge Alert: Rising Rates, ALBE Accounts and Social Security
Broadridge Advisor has just announced new concept pieces and videos for you to share with clients and prospects on topics like rising interest rates, diversification, ABLE accounts and Social Security. To learn more about Broadridge and watch introductory videos which explain how to use the tool, click here.

Podcast: CRT Can Own Endowment Units
In PLR 201729014, the IRS ruled favorably on a plan to exchange investment assets of a charitable remainder trust for units in the endowment of a charitable beneficiary, Bob Keebler, CPA/PFS, reports. The text of the ruling can be found here and the podcast here, courtesy of Leimberg Information Services Inc.

Podcast: Advising Clients on IRC 831(b) Captives
In this podcast, Bob Keebler, CPA/PFS, interviews Jay Adkisson regarding the case Avrahami v. Commissioner, in which the tax court ruled in favor of the IRS regarding IRC 831(b) tax shelter captives. Read this article by Jay Adkisson for background on the case and the tax court’s decision.

Resources for Helping Clients Impacted by Disaster
For practitioners who have clients or firms impacted by Hurricanes Harvey and Irma, there are several resources available to help:
 
Casualty Loss Practice Guide - assist practitioners in dealing with certain tax problems that arise when a client is affected by a natural disaster, courtesy of the AICPA Tax Section
Disasters and Taxes - Understanding Tax Relief for Disaster Victims Webcast - expert Jerry Schreiber, CPA, discusses tax relief for individuals and businesses, courtesy of the AICPA Tax Section
Relief for Hurricane Harvey Victims Podcast - Bob Keebler, CPA/PFS, interviews Jerry Schreiber, CPA, on the tax aspects of hurricane losses
Retirement Plan Withdrawal Options for Hurricane Harvey Victims Podcast- Bob Keebler, CPA/PFS, discusses retirement plan participant withdrawal exceptions, courtesy of Leimberg Information Services Inc.
 
Bob Veres Media Reviews: A Steep Price for Medicare
Bob Veres Media Reviews are designed to save you hours of reading time each month -- giving you time for more productive activities.  Read Bob’s write-ups of articles in September’s Financial Planning magazine, including those rated with high relevance like “Rethinking Compensation” by Kelli Cruz and “A Steep Price for Medicare” by Don Korn. Access other editions of media reviews, Inside Information and e-columns.

T3 Technology Hub News: Redtail’s Improved Mobil App
T3 Technology News is designed to provide you with insight and all the latest news on technology for financial advisors plus in-depth reporting on financial services technology. The latest edition of the T3 newsletter is available. To receive the newsletter directly, subscribe here

Article: Empowering Future Firm Leaders
The next generation within the profession represent the best hope for the lasting growth of the firms they serve. But first, current firm leaders and principals must learn how best to empower and allow these rising stars the freedom they need in order to learn by doing. Learn more in this article by Philip Palaveev on empowering future firm leaders. For more information on this topic, don’t miss the 2018 Personal Financial Planning Summit in January, an incredibly unique gathering of the professions brightest minds and forward-thinking financial planners. Hear from highly sought-after speakers including: Cheryl Holland, Mark Tibergien, Tracey Beckes and Philip Palaveev.  Grow deeper during the special fireside chats and the intentional networking and activity time all while staying at the luxurious seaside Terrenea Resort along the southern California coast.
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Events
PFP Section-hosted webcast recordings and materials are available as part of your PFP/PFS membership and are posted to aicpa.org/pfp/library if you would like to listen again or if you are not able to attend the live event.

Conference recordings are available at no charge to conference attendees or for purchase to those who weren't able to attend. Recordings from past conferences are available at here.

Upcoming PFP Section-Hosted Webcasts:

Watch PFP News for registration links for upcoming events!


TODAY! Planning for the 99% - What to Tell Our Clients
Sept 20 from 1-2:45pm ET
Free with CPE.

NEXT WEEK! The Crazy World of Health Care - Planning for Changes in the ACA
September 27 from 1-2:15pm ET
Discounted CPE.

Portability: An Estate Planning Game-Changer
October 18 from 1-2:45pm ET
Discounted CPE.

Critical IRA Planning Issues
October 24, 1-2:45pm ET
Discounted CPE.

Asset Protection Planning
November 1 from 1-2:45pm ET
Discounted CPE.

Proactive Year-End Planning
November 2 from 1-2:45pm ET
Free with CPE.

Business Succession Planning
November 27 from 1-2:45pm ET
Discounted CPE.


Other Webcasts:

Tax Reform: Is it Still Possible?
October 18 from 1-2pm ET
Discounted CPE.
Use Code: PFPEVENT10

Upcoming Conferences:

Personal Financial Planning Summit
January 8 - 10, 2018
Discounted CPE.

Advanced Personal Financial Planning Conference @ENGAGE
June 2018
Discounted CPE.

Other Upcoming Conferences:

Sophisticated Tax Planning for Your Wealthy Clients
November 13-14, 2017
Discounted CPE.

Contact Us
Email the PFP Team: financialplanning@aicpa.org Visit our home page: aicpa.org/pfp
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