| New tax and financial planning videos
Bob Keebler, CPA/PFS, covers financial and tax planning ideas to consider in light of the Tax Cuts and Jobs Act in this new video series. For more tools and resources, check out the Tax Reform Resource Center.
• Tax Reform Overview
• Tax Reform Best Tax and Financial Planning Ideas
• Tax Reform & Business Taxation
• Tax Reform & Estate Planning
Podcast: How technology enhances my relationships with clients
Let’s all admit that we would like to remember all the important details, big or small, in our clients’ lives, but we need help with that. In this podcast, Jennifer Birchett, CPA/PFS, shares how technology allows her to serve her clients’ best interest and also make them feel valued. Take your knowledge further on new technology and access helpful tools to help you implement or make changes in your firm with this new technology toolkit and video featuring Joel Bruckenstein. Remember, subscribe to our channel on iTunes or Pod-o-Matic so that you don’t miss a single podcast!
Have PFP experience? Consider the CPA/PFS credential!
• Take the online PFP Boot Camp to prepare and assess your knowledge.
• If needed, use specific CPE modules in the PFP Certificate education to brush up.
• Take the comprehensive PFS exam ANY TIME at nation-wide testing centers.
More info at www.aicpa.org/PFS
Are you helping clients with capital gains harvesting and tax-related portfolio decisions? Check out this webcast recording featuring Michael Kitces on optimal rebalancing strategies to consider as you are making changes to client portfolios.
Bob Veres media reviews: planning for dementia
Save time and stay ahead of the curve by reading Bob’s write-ups of articles in the November Financial Advisor Magazine like:
• “The Limits of Planning for Dementia” by Dan Moisand
• “Using Alternative Investments to Bolster Portfolios” by Staff
• “Another Reason Not to Chase Hot ETFs” by Debbie Carlson
Bob Veres Inside Information: laddering level-premium term insurance
The latest edition of Inside Information from Bob Veres includes stories on:
• Ladders of Complexity: Laddering level-premium term policies can lower the cost of insurance
• The Profession: Introducing the Committee for a Fiduciary Standard
• Portfolio Management: A presentation at the Insider’s Forum illustrated a tax-aware portfolio design
Benefit spotlight: year-end planning podcast series
The paradigm of year-end planning has changed as a result of the Tax Cuts and Jobs Act. Check out these three podcasts featuring Bob Keebler, CPA/PFS, as he provides insight into financial and tax planning opportunities, including a checklist of strategies to consider with your clients and implement by December 31.
• Essential ideas for year-end planning
• Year-end planning and 199A
• Year-end planning opportunity zones
You can also access the podcasts on iTunes or Pod-o-Matic and be sure to subscribe so that you don’t miss an episode!
CPA/PFS holders – Refer a PFS and get a dues credit!
Earn a 100% credit on next year’s PFS credential dues when you refer a CPA to either obtain the CPA/PFS credential or sit for the comprehensive PFS exam! Learn more about how to qualify and what to discuss with potential credential holders. This is a win-win-win opportunity for you, your profession and your CPA colleagues!
Technology podcast: benefitting from efficiency
Hear from Deborah Meyer, CPA/PFS, in this podcast about how technology is allowing her to deliver a seamless client onboarding process and other ways she is able to be efficient in her practice. You can also access the podcast on iTunes or Pod-o-Matic, and be sure to subscribe so that you don’t miss an episode!
Last-minute CPE options
Are you looking for opportunities to help you meet the CPE requirement before 12/31? Here are several options via upcoming PFP webcasts or, check out the 5 PFP certificates. You can work through the content module by module and at your own pace. This is an option for both PFS holders and those aspiring to become one! Plus, if you are working towards your PFS, completing all 5 certificates meets the PFS exam requirement.
Get ready for year-end planning
Feeling ready to start year-end planning with your clients? Be sure you listen to this podcast covering essential ideas, use Bob Keebler’s tax rate calculator, reference Broadridge’s 2018 key numbers and read through chapter 33 in The Adviser’s Guide to Financial & Estate Planning. You can also get a jump start on client conversations by using this customizable letter!