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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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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
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