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.

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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
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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
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UPCOMING WEB EVENTS

  • Health Care Reform Act: Critical Tax and Insurance Implications
    August 6, 2014
    August 21, 2014
    September 3, 2014
    1:00 PM - 4:35 PM ET
    Recommended CPE Credit: 4

    This seminar will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.


  • The CPA's Guide to Financial and Estate Planning (2014)
    August 13, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 6

    In this webcast series, Steve Siegel will tie in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning*, with essential estate planning considerations to discuss with your clients now.

  • Charitable Giving: The Latest Trends and Strategies
    August 13, 2014
    1:00 PM - 2:45 PM ET
    Recommended CPE Credit: 2

    This webcast will discuss the role of charitable planning, especially the use of charitable remainder trusts, in this environment - and how charitable planning tools can relate to the personal and family tax and estate planning objectives of our clients.

  • Advanced PFP Series: Planning for Large IRAs
    August 27, 2014
    3:00 PM - 5:00 PM ET
    Recommended CPE Credit: 2

    During this session, we will cover the following topics: The possibly devastating tax consequences of large IRAs, Roth conversions, Life insurance, IRA relocation, Stretch IRA planning , Testamentary charitable remainder trusts and more.

  • Be in Demand: Building a Career as a CPA Personal Financial Planner
    August 28, 2014
    1:00 PM - 2:00 PM ET
    Recommended CPE Credit: 1

    Are you good with numbers and enjoy interacting with people? Do you want to have a positive impact on the lives of others through financial literacy? Are you dreaming of owning your own business and becoming financially independent? If you answered YES to any of these questions, attend this session find out if a career in personal financial planning is for you.


  • 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.


  • 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


  • 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.


  • 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.


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.