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.
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This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.
This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.
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.
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...
This article defines the key questions financial advisers should ask of a family business owner contemplating retirement.
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
In this video podcast, Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.
This white paper explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
This article presents several case studies to highlight issues with life insurance ownership and beneficiary designations and suggest possible solutions.
This article outlines considerations for managing and correctly timing a marital property settlement from a tax perspective.
This podcast shares creative applications and how-to strategies for single member limited liability companies (LLCs).