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January 13, 2021 |
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Highlights in this issue: |
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PFP News |
What the Georgia outcome means for financial planning
Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of last week’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics:
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What to be mindful of with the general Democratic party themes
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Proposals to keep your eyes on and the likelihood they’ll become law
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The future of current planning techniques
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Strategies you should consider for your clients and when
In addition to the latest podcast, check out the in-depth webcasts (with slides) and podcasts created late last year by Bob Keebler, Steve Siegel, and Paul Lee that walked through what would happen if the democrats took both senate seats and what that might mean from a planning perspective going forward. Personal Financial Planning Summit is coming up!
Join some of the most experienced minds in financial planning at the 5th annual conference – virtual this year! As an attendee, you’ll have the opportunity to interact with other attendees, explore topics that focus on firm wellness and self-care and learn how to successfully evolve in today’s financial planning climate. PFP Section members and PFS Credential holders qualify for a discount. This event takes place January 25-26 and is something you do not want to miss!
The new COVID-19 relief: all the tools and guidance you need
Helping clients plan for the impact of the second COVID-19 relief bill, signed into law at the end of last year, will be critical. Here are the latest tools and resources to help you get up-to-speed: AICPA Insights: Taxpayers are unaware of remote worker state tax liabilities
Do you have clients who have moved in the last year? Check out important things to know in this recent blog article, and supplement your knowledge with this recent PFP Section podcast episode.
Be recognized for your outstanding achievements as a CPA financial planner.
The Standing Ovation Program recognizes young CPA/PFS credential holders in personal financial planning (including tax, retirement, estate, risk management and investments) who exhibit exemplary professional achievement. Help spread the word to others in your firm that they can nominate you or others who are eligible; you may also self-nominate with a letter of recommendation from a partner, manager, or colleague. Review the eligibility and nomination requirements and submit this quick and easy online application by April 30, 2021.
Create client conversations and discover ways to add value
Are your clients coming to you for advice in all areas of their personal finances? You can help them by remaining the primary point of contact for all things that concern them. Try out the personal finance scorecard, if you haven’t yet, to generate conversations with existing clients and new prospects to uncover concerns and new ways to add value. You can even add your company name/logo to the back cover. | |
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CPA/PFS Corner |
Give clients peace of mind as a CPA/PFS
In times like today, clients and prospects are feeling anxious. The current environment may make them feel more uncertain. Help clients know they can find peace of mind by working with you, a CPA/PFS, as you bring to the table:
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An objective and client-first approach
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A specialized knowledge base for personal financial planning
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A deep understanding of tax matters and how they impact all personal financial matters
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An extremely high ethical standard
Start working towards the CPA/PFS today and help your clients feel peace and more secure.
Are you a CPA with significant experience discussing PFP topics with your clients? You may be the perfect candidate for the new streamlined PFS Experienced CPA Pathway. Significant introductory discounts extended into 2021! | |
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Last Week’s Highlights |
Happy New Year! Looking Ahead to 2021
Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021 in this new podcast episode.
The new approach to retirement planning: part 2
Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients.
Bob Veres Inside Information: firms of the future
The latest edition of Inside Information from Bob Veres includes stories like: Firms of the future: Business consultant Matthew Jackson is mapping out the next evolutionary stage of the planning profession.
Get going with your free CPE courses for 2021!
Don’t wait to capitalize on your BONUS 5 hours of free CPE as a PFP Section member/PFS credential holder for 2021. Sign up for these two self-study virtual courses and start your year off strong! In addition to these free self-study CPE courses, you also have access to 8 free CPE hours via PFP Section-led webcasts. The first free webcast for this year is just around the corner (January 21st) and will cover the 2021 best ideas for you, your clients and your business. | |
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Get Connected |
Connect with your peers on the AICPA PFP Linkedin Group
Email the PFP team directly
For account questions and login issues, call (888) 233-7618 |
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For more, visit the AICPA PFP Section | | |
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