AICPA Personal Financial Planning Resources for CPAs AICPA Personal Financial Planning Resources for CPAs
The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.

1

STax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning After the Healthcare Surtax: Tools, Tips, and Tactics
Standards in Personal Financial Planning Services: Compliance Toolkit
Standards in Personal Financial Planning Services: Compliance Toolkit
Learn More Learn More Learn More Learn More

2

The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
Unlocking the Mystery of Healthcare Planning for Retirement
Unlocking the Mystery of Healthcare Planning for Retirement
Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business, and Your Clients
Health Care Reform Act 2013: Critical Tax and Insurance Ramifications
Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes
Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes
Learn More Learn More Learn More Learn More
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.


UPCOMING CONFERENCES

  • 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.