| PFP News |
Bourdon, Sarenski, Rosenberg, Deblanc among those honored at AICPA ENGAGE
Last week, the AICPA recognized individuals who have been passionately dedicated to supporting the personal financial planning profession, devoting their time and efforts to forwarding the mission of CPA financial planners, educating the profession and contributing daily to betterment of their clients. These distinguished individuals have demonstrated exemplary devotion to financial planning and embody characteristics CPA financial planners aspire to have. Those honored include:
Jean-Luc Bourdon, CPA/PFS – Personal Financial Planning Distinguished Service Award
Ted Sarenski, CPA/PFS – Sidney Kess Award for Excellence in Continuing Education
Matthew Rosenberg, CPA/PFS – AICPA Outstanding Young CPA Award
Chris Deblanc, CPA/PFS – P. Thomas Austin Personal Financial Planning Division Scholarship
17 Young CPA/PFS professionals – Personal Financial Planning Standing Ovation Award
Be current, be competent: Read the new financial & estate planning guide, volume 2, updated to reflect tax law changes
Your clients are looking to you to help with their financial and estate planning questions. Access in-depth guidance, checklists, questionnaires and more on subjects like pre- and post-mortem planning, planning for business owners, executives and more in this recently updated guide (volume 2) which reflects recent changes in the tax law. Volumes 3-4 are coming later this summer – stay tuned!
Listen up! Check out our new podcast channel
The AICPA Personal Financial Planning Section podcast channel has officially launched! Go ahead and check it out on iTunes or Pod-o-Matic. Get a sneak peek of what to expect with our first podcast and subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders.
Broadridge alert: The impact of rising rates
On June 13, the Federal Reserve raised the federal funds rate for the second time this year. Additional rate hikes are likely to occur in the coming months, so it's important to understand how rising rates can affect your clients. Log in to Broadridge Advisor and click on the advisor tab to access all of the resources included with your PFP Section membership, including the new client alert. Not sure how to navigate the Broadridge site? This short video series can help
Update: DOL Fiduciary Rule officially dead
On June 14th, the DOL Fiduciary Rule officially ended. June 13th was the final deadline for saving the rule, but the government declined to request the U.S. Supreme Court to reconsider a decision to vacate the rule made by the 5th Circuit Court back in March. The SEC is currently considering its own version of the fiduciary rule addressing the standards of conduct for investment professionals.
Bob Veres’ Media Reviews: Move fast to serve younger clients
Save time and stay ahead of the curve by reading Bob’s write-ups of articles in June’s Investment Advisor magazine like:
• “A Snapshot of the State Advisor Landscape” by Melanie Waddell
• “RIAs Need to Move Fast to Serve Younger Clients: Study” by Emily Zulz
• “Unleashing the Power of Teams” by Angie Herbers<
• “Tech Spring Cleaning” by Dan Skiles
Jumpstart your career in PFP
Recently, Mark Astrinos, CPA/PFS, opened up about his journey along the path from a tax professional to helping clients with all areas of their personal finances. Mark points out some excellent resources and tips that helped him along the way in this article.
T3 Technology Hub News: Bringing the gig economy to compliance
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 includes the following articles:
• Bringing the Gig Economy to Compliance
• Morningstar Unveils New Competitive Intelligence Tool
• Schwab Creates New Digital Accelerator Program |
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Bob Veres Media Reviews: Taxing Advisory Fees
Save time and read Bob’s write-ups of articles in June’s Financial Planning magazine like “Only Seconds to Impress” by John Bowen and “Taxing Advisory Fees” by Ed Slott.
Family Income Splitting Strategies Video
In this video, expert Steve Siegel discusses tax-advantaged family income splitting strategies for your individual clients as covered in The Adviser's Guide to Financial and Estate Planning.
Tax Reform Impacts on Planning
In case you missed it, check out this webcast recording in the PFP Learning Library which covers how the 2017 Tax Cuts and Jobs Act changes the landscape of planning for individuals, business owners, and estates, gifts and trusts. Also, this toolkit is filled with additional resources to help you navigate planning after tax reform. |
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| CPA/PFS Corner |
PFS – Have it your way!
There are multiple ways to get the credential! Choose a path that fits your style:
• Just starting out? The PFP Certificate Programs cover everything from A-Z.
• More experienced? Use the Boot Camp to prepare for the comprehensive PFS exam.
• Have another financial planning credential? See if you already qualify for the PFS!
More info at www.aicpa.org/PFS |
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