| PFP News |
SECURE Act: eligible beneficiary exceptions
Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS, will discuss practical knowledge and solutions that will help you best serve your clients:
• What are the 5 eligible beneficiary exceptions under the provisions of the SECURE Act?
• What solutions using trusts should you analyze to help your clients?
• What does this mean for your clients in 2020 and beyond?
Listen on Pod-o-Matic, Spotify or iTunes.
Upcoming free CPE webcast on tax and financial planning strategies
As a PFP Section member, you get access to 4 free CPE webcasts annually. Register today for the first free CPE event of 2020, taking place on January 28th on top tax and financial planning strategies for the new year.
Bob Veres media reviews: google vs. financial advisors
Save time and stay ahead of the curve by reading Bob’s write-ups of articles from Advisor Perspectives , Investment Advisor and the January issue of Financial Planning like:
• “A Regulatory Wish List for 2020” by Ron Rhoades
• “Do Your Credit Card Points Belong to You?” by Rick Kahler
• “Google vs. Financial Advisors” by Carolyn McClanahan
• “A Fix for the All-Too-Common IRA Blunder” by Ed Slott
New Broadridge alerts: mileage rates, trade agreements update
The IRS has announced the 2020 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Read more in this %%=v(@url)=%%.
In December, the US made major strides on two, long-awaited trade deals. This %%=v(@urlA)=%% looks at the trade agreements and their potential impact on consumers and the US economy.
New ads let clients and prospects know you can help
Use these new ads for CPA financial planners and CPA/PFS credential holders to let clients and prospects know they can come to you for all of their financial needs. Now is a great time to start planting seeds with your network as tax season is kicking off and personal finance is likely on a lot of consumers’ minds.
Tax compliance security update
For those who offer tax compliance services, be aware that IRS Publication 4557 Safeguarding Taxpayer Data imposes specific requirements for a data security plan. Learn more in this article.
Make this your year to earn the CPA/PFS
Don’t put it off any longer! Make 2020 the year YOU earn the CPA/PFS credential. In fact, your clients are looking for it. In a recent survey of high net worth and high-income prospects, the majority of participants said that the credentials an individual holds are very important when selecting a financial planning professional.
• The comprehensive PFS exam can be taken anytime at nation-wide testing centers. Use the online PFP Boot Camp to prepare.
• The PFP Certificate Programs include both learning and exams in smaller pieces. You can complete this on your own time on your own computer.
• Do you have another financial planning credential? See if you already qualify!
More info at www.aicpa.org/PFS
Connect with like-minded emerging leaders
The Emerging Leaders & Advisors Path at AICPA ENGAGE has special pricing and is specifically designed for professionals with 10 or fewer years of experience. If you are interested in registering or to see if you qualify, complete this brief survey.
Add a Ph.D. to your CPA with the help of this Scholarship
If the thought of teaching the next generation of CPAs excites you, apply for the AICPA Foundation’s William (Bill) Ezzell Scholarship. This scholarship provides financial assistance to CPAs pursuing a doctorate degree in accounting. Apply by March 1. |
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Bob Veres Inside Information: an out of the box way to deal with the SECURE Act
The latest edition of Inside Information from Bob Veres includes stories like: “First Thoughts on the Acquisition: the two largest institutional custodians are joining forces” and “Client Service: An out-of-the-box way to deal with the SECURE Act.”
Share your thoughts on the SEC’s Advertising Rule changes
In November, the SEC proposed amendments to the advertising and cash solicitation rules for investment advisers. The PFP Division is considering advocating on your behalf so that the SEC to will consider the implications of such proposed changes. We would be grateful for any specific feedback you might have on how these rules will impact you, your practice and the best interest of the public. Please email Sandra Truitt with any specific comments you have. |
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| Tax Section Spotlight |
| The 2020 filing season is just around the corner. Stay updated on the latest news and developments that could impact your clients’ tax returns by reading the news and alerts on this page. |
| PFP Events Coming Soon |
Important Note: All PFP events appearing on the full PFP event calendar will be recorded and accessible at no cost to PFP Section members in the PFP Learning Library. Note: You must attend the live event to earn CPE. Please contact the PFP team if you are unable to find a recording that you are looking for.
See the full PFP event calendar
Top PFP/Tax Ideas for 2020
Jan 28
Free with CPE
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| More Learning Opportunities |
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| Frequently Accessed PFP Resources |
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