This AICPA voluntary membership section is for CPAs and other professionals who provide personal financial planning services to individuals and families. PFP Section member benefits include the popular, annually updated PFP Practice Handbook, as well as invaluable networking opportunities with CPAs around the country who provide personal financial planning services....
Plan now to protect your LLC and partnership clients from potential tax traps. During this advanced, planning course, you will study the complex issues necessary to ensure that the LLC, partnership and its owners attain the maximum benefits. In case studies, you will see how routine transactions ...
Along with advice regarding income, gift, and estate taxes, your clients may need your help to plan for future long-term care needs. Turn to this book for answers on elder law issues and concerns, including advanced directives, Medicaid, Medicare and a multitude of other topics facing elderly clients....
Clients are looking for guidance and reassurance to help them get through this tough economic period with as little downside as possible and to plan for their and their family's future. Be prepared to anticipate their questions and address their concerns with the help of this download publication....
Developed by the AICPA, in cooperation with J.K. Lasser, this download publication helps professionals avoid common errors when dealing with retirement assets during a client's lifetime, and after the client's death....
This guide introduces you to HSAs and gives you an excellent description of all the guidance that the federal government has issued on HSAs and high-deductible health insurance plans....
Transform your younger and middle-income tax clients into profitable financial planning clients with totally integrated tax and financial planning strategies. Help clients reeling from stock market downturns to plan ...
This guide can act as a resource for anyone who may feel overwhelmed by the financial issues surrounding a natural or man-made disaster. Additionally, the CPA can work hand-in-hand with disaster recovery professionals to assist the public by guiding them through the financial decisions they must address....
Explore the taxation of investments including capital gains, discount bonds, tax-free exchanges, and passive investments. Study the tax issues associated with premiums, withdrawals and benefits from life insurance and annuities. Develop retirement planning strategies that include the tax aspects ...