Proactive Planning Toolkit

Legislation like TCJA, and the SECURE and CARES Acts have added more complexity to planning for your individual, family, and business owner clients. The following tools and resources will help you plan proactively for your clients.


Updated for 2020!  These charts are graciously provided by Bob Keebler, CPA/PFS, except as noted below and are exclusively available to PFP/PFS members.

Practice Guide

The Adviser’s Guide to Financial and Estate Planning (the 10th edition has been updated for CARES and SECURE)

This 4-volume, 1,000-page guide, covers estate, tax, retirement, investment and risk management planning in-depth (Volume 1 is available to all; Volumes 2-4 are exclusively available to PFP/PFS members).

Audio Learning

Client Communications

Broadridge Advisor (included with PFP/PFS membership) provides extensive client-friendly content written by CPAs, attorneys, and other experts on planning strategies, new laws, and more. Use your professional judgment to determine whether this education is relevant to your clients.