Now available for purchase! The Planner is an award-winning, bi-monthly newsletter from the AICPA Personal Financial Planning (PFP) Division focusing entirely on technical topics and developments in tax, estate, retirement, risk management and investment planning specific to individuals. Planner offers information and guidance on technical and practice management topics, profiles CPA/PFS practitioners, and provides valuable updates about legislative and regulatory changes, conferences, web seminars, and much more.
Previous issues have included articles from leading CPA financial planners covering an array of topics including social security and spousal benefit planning; collaborative divorce; essential estate planning considerations; tax strategies, tax loss harvesting and mutual funds; linking risk tolerance to portfolio risk; modern marketing and social media for regulated financial firms; liability insurance to protect your client’s net worth; and much more!
This newsletter is offered at no charge as a benefit to AICPA Personal Financial Planning (PFP) section members, inclusive of Personal Financial Specialist (PFS) credential holders. For more information about the PFP section and other exclusive benefits, visit aicpa.org/PFP.