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

  • Integrated Personal Financial Planning for Business Owners
    October 17, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 2

    This program will address how the business owner needs to handle retirement, insurance and income tax planning issues and other important planning issues.


  • From Tax Preparer to Financial Planner: The Road Best Traveled
    October 22, 2014
    1:00 PM - 4:30 PM ET
    Recommended CPE Credit: 19

    This webcast bundle helps CPA financial planners add financial planning services to their tax practices.


  • Personal Financial Planning Boot Camp
    November 3, 2014
    11:30 AM - 2:00 PM ET
    Recommended CPE Credit: Taxes - 9; Specialized Knowledge & Applications - 11

    The AICPA’s Personal Financial Planning Boot Camp can help. This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.
  • Essential Post-Mortem Planning Decisions
    November 5, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 2

    The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.


  • CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice
    November 6, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 2

    In this webcast you will learn how three simple estate planning questions can increase your client's net worth, how other CPAs structure their practices to address life insurance, what compliance and standards apply to insurance discussions and products, and how to separate client planning discussions from product evaluation discussions.


  • Year-End Financial and Tax Planning Strategies to Address ATRA, Net Investment Income Tax, and More
    November 10, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 2

    In this webcast, you will learn: The impact of these changes to your clients and their estates, taxes, and financial plans, Addressing the complexities of ATRA and NIIT with clients, What opportunities to look for when reviewing clients' retirement plans, Tax savings strategies for an efficient investment portfolio, Actionable strategies to use with your individual clients before December 31.


  • AICPA Sophisticated Tax Planning for Your Wealthy Clients
    November 17, 2014
    8:00 AM - 6:00 PM ET
    Recommended CPE Credit: up to 17.5

    New this year! Attend this conference online and learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients.


  • 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

  • AICPA Women's Global Leadership Summit
    October 23-24, 2014
    Washington DC
    Recommended CPE Credit: 16.5

    This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and potential of female leaders.


  • 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.