| PFP News |
The Adviser’s Guide to Financial & Estate Planning, Volume 2 is updated!
One of the most robust PFP resources is ready for you to dive in! Check out in-depth strategies covered in volume 2 on topics like:
• annuities
• employee benefits
• transfers includible in the death of the estate
• wills
• postmortem planning
• and much more!
• Take advantage of the checklists, questionnaires and unique planning ideas right at your fingertips!
Broadridge alert: tips for protecting your clients’ identity
Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world. Use this new client alert to help your clients put together a proactive plan around protecting their identity.
Broadridge alert: new video on the U.S. Economy
The U.S. economic expansion passed the 10-year mark in June 2019 - the longest growth streak in U.S. history. Yet there are mixed signals about the U.S. economy's growth prospects going forward. This new video examines some of these indicators.
Women & wealth: financial influence on the move
In this episode, Paula McMillan, CPA/PFS, gives an overview of the unique financial issues and challenges that women face and your role as their CPA financial planner in helping them with their financial life plan and make sound financial decisions. She answers the questions:
• What are the common attributes of women and money?
• What are the complex financial issues that women face?
• How can you build trust with your female clients?
Listen on iTunes or Pod-o-Matic.
Bob Veres media reviews: a rollover nightmare, preventing client breakups
Save time and stay ahead of the curve by reading Bob’s write-ups of articles in the August Financial Planning magazine like:
• “Which Ranking Matters?” (metrics for ranking RIAs) by Brent Brodeski
• “SEC ‘Guts’ RIA Industry with 2-Letter Word” by Ann Marsh
• “More Clients, Less Profit?” by Michael Kitces
• “Preventing Client Breakups” by Carolyn McClanahan
• “A Late 60-Day Rollover Nighmare” by Ed Slott
Retirement Planning Certificate updated for 2019!
The AICPA Retirement Planning Certificate has been updated for 2019 and is available in the Store. It has been updated to include references to the impacts of TCJA and the most recent contribution limits. The course emphasizes the importance of the planning process, while providing learning on governmental, employer, and personal retirement plans. Obtain 20 hours of CPE, a digital badge, and get one step closer to meeting the PFS Credential requirements today!
Does your firm’s technology need a tune-up? Our toolkit can help
Dig into the resources in the technology toolkit to help you improve your practice, enhance client relationships and implement new software and technologies. Hear what others are doing via podcasts, see what offerings exist and access checklists to help you make decisions.
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Remembering Stu Kessler
It is with deep sadness that we announce the passing of Stuart (Stu) Kessler, CPA/PFS. During his life, Stu contributed substantially to the CPA profession including serving as president of the New York State Society of CPAs, the Accountants Club of America, and chairman of the AICPA. He was known as one of the top CPA financial planners in the U.S. and was the first living member of the New York State Society of CPAs’ Hall of Fame.
Stu made a profound impact on the profession as a volunteer and thought-leader as he was truly generous in sharing his knowledge and insights to everyone in the profession. He led the way in having personal financial planning become one of the five core services for future CPA practitioners in the CPA Vision initiative in the late 1990s and was an avid promotor in raising awareness of the work CPAs do in the personal financial planning space. He was integral to the establishment of the Personal Financial Planning Division as we know it today and was recently honored with the Stanley H. Breitbard Lifetime Achievement Award in Personal Financial Planning.
Our thoughts and prayers are with Stu’s family and friends at this time.
Bob Veres Inside Information: trendy technical topics from AICPA’s PFP Conference at ENGAGE
The latest edition of Inside Information from Bob Veres includes stories which feature “Trendy Technical Topics: Some of the highlights from the Advanced PFP Conference at ENGAGE” to help you provide more value to client including: Roth conversions, Qualified Charitable Distributions and life expectancy assumptions.
Broadridge alert: IRS emphasizes the need to review tax withholding
This new client alert helps you explain to clients why the IRS is encouraging taxpayers to review the amount of tax they have withheld from their paychecks. A review can help your clients make sure they have the appropriate amount of tax withheld from their paychecks so they don't face an unexpected tax surprise when they file their 2019 tax returns next year.
Tools to help you advise virtual currency owners
As reported in last week’s PFP News, Issue IR-2019-132 dated July 26th states that the IRS has begun sending letters to virtual currency owners advising them to pay back taxes and file amended returns. There are several PFP resources available to you to help you understand how to guide clients who have invested in virtual currency. You can listen to this webcast recording and this podcast as well.
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| CPA/PFS Corner |
Help clients know they can come to you
As a CPA, your professional responsibilities, deep tax knowledge and understanding of finance makes you best qualified to provide objective advice in the areas of tax, retirement, estate, risk management and investment planning. In fact, in a recent survey of high-net-worth and high-income individuals, respondents said they are looking for a primary point of contact to help manage all of the pieces of their financial picture. Show your clients that you can connect the dots on all of their financial planning needs by earning the CPA/PFS credential.
• Use the 5 PFP certificate programs to gain competence AND get your CPA/PFS.
• Or use the online PFP Boot Camp to prepare for the comprehensive PFS exam.
You're a natural fit! |
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