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NEWS AND OTHER CENTER COMMUNICATIONS
 Roth IRA Conversion Podcast by Bob Keebler
In the following podcast and slide deck, Bob Keebler outlines Roth IRA conversion rules and timelines, reasons to convert to a Roth IRA, critical reasons to consider converting in 2009, strategies to meet 2009 $100,000 modified AGI requirements, and Roth IRA segregated asset class conversion strategy. This podcast attends to the critical need for you, the CPA wealth manager, to provide guidance to your clients on these issues. Use the downloadable PowerPoint for use in presentations to your clients. Learn More>>
2008-2009 Specialized Communities & Firm Practice
Management Annual Report is available
The annual report, presented at the Council meeting, highlights
the major accomplishments of PCPS and each of the sections and
credentials during the 2008-2009 fiscal year. Learn More>>
2009 PFS Pathway Update
The 2009 PFS Pathway has clear steps to becoming a PFS. We offer a self-study review course that covers the five core areas of the PFS exam. The PFS Case Study and Exam is a four-day program in the Lewisville (Dallas) TX AICPA offices from December 7-10, 2009. This program, presented by the faculty of Texas Tech University with 26 hours of CPE, tests both your financial planning knowledge and communication skills. Apply today.
Apply today for our PFS Sponsorship program for a $2,000 sponsorship to cover the registration fees and some travel costs for the exam and case study program in Dallas. Learn More>>
October 19 webinar recording on estate planning offered for clients now available!
If you or your clients missed the free webinar on Oct. 19, hosted by top financial and estate planners from the AICPA PFP Section and the National Association of Estate Planners & Councils, the recording and materials are now available. This comprehensive two-hour presentation, led by Sid Kess, CPA, J.D., focuses on the basic, multidisciplinary elements of an estate plan, including elder law planning, financial planning, insurance, investments, retirement planning, wills and common mistakes and consequences of improper planning. Share this link with clients. Learn More>>
Listen to Why 2009 Is So Important for Financial and Estate Planning: Reviews Everyone Should Do Now!
Listen to leading estate and financial planning experts, including Sid Kess, in this web seminar recording that attends to the critical need for clients to update and review their financial and estate plans. As a result of the increased federal estate tax exemption in 2009 ($3.5 million); the uncertainty about estate tax changes for the years 2010 & 2011; the decreased value of investments, homes & retirement plans; the declining value of Section 529 plans; and lower interest rates, many clients will need to review their financial plans. Combining these developments with the normal stages of life (new additions to family, death, divorce, remarriage, inheritance) – they all have a continuing impact on the client’s financial plan. Even if clients are not subject to the estate tax, they need to periodically review their estate and financial plan. Access actionable advice and resources you can take to your clients now, including a letter that you can send to your clients to advise them of what needs to be done that will emphasize the importance of scheduling a meeting with you sooner rather than later. Learn more>>
A Guide to Financial Decisions: Implementing an End-of-Life Plan
A new consumer guide is available for CPA use with clients, prospects, and other professionals. Brought to you by the PFP Executive Committee, PrimePlus/ElderCare Task Force, and 360 Degrees of Financial Literacy, this guide will help identify many of the issues, decisions and programs of which the public should be aware. Learn More>>
AICPA Personal Financial Planning Section member benefit: PFP Practice Portal
Ready to set up or improve your personal financial planning or wealth management services? The PFP Practice Portal -- available exclusively to members of the AICPA's PFP Section -- helps CPAs navigate critical components of their practice, from regulatory issues to technology to education. If you're ready to broaden your services and increase your business, the PFP Practice Portal and PFP Section membership can help get you there. Learn More>>
Resources to Assist Members During Current Market Conditions
The AICPA PFP Team encourages you as CPA financial planners to stay in front of your clients during these uncertain economic times. As a CPA, you are their trusted business and financial adviser and they look to you for your guidance. To ease this effort, we have put together resources to assist you in advising and communicating with your clients. Learn More>>
Personal Financial Planning News By Email
Receive a FREE monthly e-newsletter, Financial Planning Digest, containing updates on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance. Sign up today >>
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2007-2008 Moss Adams Survey Report
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