Free tax-season resources from the AICPA PFP Division

04/9/2012

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 client's tax returns. Also, listen to a podcast covering proactive planning ideas for tax season. Finally, download a free two-page excerpt from Forefield Advisor's popular 2012 Key Numbers, which provides the most essential figures for the busy season in one convenient document. PFP/PFS members have free access to Forefield (a $399 value), a premier Web-based education and client-communication tool.

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