The Planner Newsletter


September/October 2013

Chair Message

2013 remains a critical year for planning for individual clients and families with the passage of the American Taxpayer Relief Act, the recent Supreme Court Decision on the Defense of Marriage Act, and application of many provisions of the Affordable Care Act, including the 3.8% net investment income tax. Given the current environment of tax law complexity and changed estate planning dynamics, CPAs must leverage this opportunity to be the go-to advisor for individuals.

Whether you are a seasoned CPA financial planner looking to differentiate yourself or a CPA tax practitioner interested in transitioning into offering personal financial planning services, the window of opportunity is closing in 2013 to have critical planning conversations with your clients before it’s too late.

The AICPA PFP Division has the resources you need to address your clients’ year-end planning needs. Visit to access education and resources to plan post-ATRA and for the new net investment income tax. And, stay tuned to your weekly PFP News for details of an upcoming webcast series designed to help you take advantage of the planning opportunities that exist for your clients through the end of the year.

Lyle K. Benson, Jr., CPA/PFS
Chairman, PFP Executive Committee

In This Issue:

View upcoming PFP webcasts and conferences.

For previous articles, visit Planner's archives.

Editorial Advisory Board

Kelly Allen, CPA, Kelly Allen & Associates, Inc., San Bernardino, CA; Lyle K. Benson, Jr., CPA/PFS, CFP®, L.K. Benson & Company, Baltimore, MD; Clark M. Blackman II , MA, CPA/PFS, CFA, CFP®, Alpha Wealth Strategies, Kingwood, TX; Randi K. Grant, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Miami, FL; Deena B. Katz, CFP®, Associate Professor, Texas Tech University, Lubbock, TX; Marsha G. LePhew, CPA/PFS, CFP®, ChFC, LePhew Financial Services, Inc., Rock Hill, SC; Susan McAndrew, CPA, AICPA, Gainesville, FL; Michael McConnell, CPA/PFS, CFP®, CliftonLarsonAllen LLP, Minneapolis, MN; Lawrence W. McKoy, CPA/PFS, CFP®, Dixon Hughes Goodman, LLP, Glen Allen, VA; Leslie D. Michael, CPA/PFS, CFP®, Michael Associates, LLC, Indianapolis, IN; Andrea R. Millar, CPA/PFS, AICPA, Durham, NC; Theodore J. Sarenski, CPA/PFS, CFP®, Blue Ocean Strategic Capital, LLC, Syracuse, NY; Michele L. Schaff, CPA/PFS, MPA, AIFA, Ardor Financial Group, Northfield, IL; Kenneth J. Strauss, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Fort Lauderdale, FL; Dale Walters, CPA/PFS, CFP®, Keats, Connelly & Associates, Phoenix, AZ; James D. Warring, CPA/PFS, CFP®, EagleStone Wealth Advisors, Inc., Rockville, MD; Jimmy J. Williams, CPA/PFS, CFP®, Compass Capital Management, LLC, McAlester, OK.