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 ...
Before you hire a lawyer to draft your next business agreement, turn to this book to sort out the details so your business agreements can be drafted to fully reflect your intentionsin a process thats time- and cost-efficient....
When should a family business owner begin the succession planning process? As soon as possible! It's never too early to begin the planning process, and with this new guidebook, you can start assisting your clients with their succession plans today. In over 160 pages, you'll get information and...
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....
Before you can begin to advise clients on Health Savings Accounts, you need to understand how HSAs and high-deductible health insurance operate. This guide introduces you to HSAs and gives you an excellent description of all the guidance that the federal government has issued...
Discusses the planning problems unique to your older clients and helps you understand the issues facing these clients....
AICPA CPExpress (formerly AICPA InfoBytes) is a handy quick-reference guide and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? Youll find hundreds of hours of CPE courses, 24/7 access, and cutting-edge training and...
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....