UPCOMING WEB EVENTS
- Investment Tax Planning - Creating Tax Alpha
December 4, 2014
1:00 PM - 2:45 PM ET
Recommended CPE Credit: 2
The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.
MEMBERSHIP & CREDENTIALS
- AICPA Personal Financial Planning Membership Section
Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.
- Personal Financial Specialist (PFS) Credential
The CPA/PFS credential program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.
- 2015 AICPA Implementing Personal Financial Planning Services: Step-by-Step Plans for Success
January 17-18, 2015
Las Vegas, NV
Recommended CPE Credit: 17.5
Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
- 2015 Advanced Personal Financial Planning Conference
January 19-21, 2015
Las Vegas, NV
Recommended CPE Credit: 23
This conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
- AICPA Advanced Estate Planning Conference
July 20-22, 2015
Salt Lake City, UT
Recommended CPE Credit: 26 (main); TBD (workshops)
Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.