The AICPA's PFP Division supports CPAs who advise individuals and closely held entities on tax, estate, retirement, risk management and investment planning matters. Sample the PFP Division's member benefits this tax season by downloading a free checklist, created by expert CPA financial planners, to identify financial planning opportunities as you analyze your clients' tax returns. Also, listen to this podcast to get practical planning ideas under the American Taxpayer Relief Act that you can discuss with your clients over the coming months. Finally, download a free two-page excerpt focused on retirement planning from Forefield Advisor's popular 2013 Key Numbers, which provides the most essential figures for busy season in one convenient document. PFP/PFS members have free access to Forefield (a $449 value), a premier Web-based education and client communication tool. Join the PFP Section for full access to valuable planning resources, including Forefield Advisor, and save $50 on your first year of membership when you enter promo code CPALDPFP at checkout.
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