This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. These learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Advising Clients During Market Uncertainty

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.

Video Process, taxation & strategies Foundational

When clients should open or convert to a Roth IRA

This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.

Article Retirement plans & savings vehicles Intermediate

Use a Flowchart to Illustrate Client Wealth Transfer Goals

This article discusses how use of a simple flowchart can be an effective tool for ensuring a client’s wealth transfer goals are continually being met.

Article Process, taxation & strategies Intermediate

Later Life Planning: New Services to Offer Aging Clients

This archived webcast discusses situations of “planning disasters”, a new paradigm for planning, 7 later life planning strategies, and why every firm can render these...

Webcast Process, taxation & strategies Foundational

Key questions to ask the family business owner who plans to sell

This article defines the key questions financial advisers should ask of a family business owner contemplating retirement.

Article Retirement planning Intermediate

DOL Fiduciary Rule Resources

This page provides access to a 5-part podcast series with Ron Rhoades on the DOL fiduciary rule.

Article Practice management & professional standards Foundational

Make your practice senior-friendly

This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.

Article Practice management & professional standards Foundational

New Tax Laws, Private Letter Rulings, and Court Cases (1st Quarter 2016 Update)

In this video podcast, Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.

Video Individual income tax planning Intermediate

The Department of Labor’s Conflict of Interest Rule and its Exemptions

This white paper explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.

Report Process, taxation & strategies Advanced

Common Mistakes in Life Insurance Arrangements

This article presents several case studies to highlight issues with life insurance ownership and beneficiary designations and suggest possible solutions.

Article Life insurance Intermediate

Tax Considerations for Divorcing Spouses

This article outlines considerations for managing and correctly timing a marital property settlement from a tax perspective.

Article Specialized issues Intermediate

Creative Uses for Single Member Disregarded LLCs

This podcast shares creative applications and how-to strategies for single member limited liability companies (LLCs).

Video Process, taxation & strategies Advanced