PFP Association News
AICPA Practitioner's Symposium and TECH+ Conference
Financial Planning Digest | May 29, 2012
For three exciting days, June 11 to 13 in Las Vegas, be a part of this enriched learning experience, gain knowledge on the most current business management and practice management topics, explore emerging technologies and uncover new marketing and business-development techniques that can help you better focus on where you want to go, and how you are going to get there. Are you a CPA financial planner attending this conference? Don't miss the breakout sessions, "Establishing a Profitable Financial Services Practice in Your Firm" (3:45 to 5:25 p.m. Pacific time on June 11) and "CPA 2.0: Specialization for Career Enhancement" (7 to 7:50 a.m. Pacific time on June 13). Register now.
Free webinar: PFP Power Hour
Financial Planning Digest | May 29, 2012
Join AICPA Personal Financial Planning Division staff, PFP Executive Committee Chairman Clark Blackman and PFS Credential Committee Chairwoman Lisa Featherngill, for the second quarterly PFP Power Hour, to be held 3 to 4 p.m. Eastern time Thursday. Don't miss insights from two leaders of the profession, as well as the latest news and updates from the PFP Division. Attendees will be able to submit questions during the live call via an interactive Q-and-A panel. Register now for this free webinar. No CPE will be available.
Register for 3 free webinars this week from the AICPA PFP Division
Financial Planning Digest | May 29, 2012
- Investment Strategies in Preparation for 2013 with Bob Keebler (from 1 to 2:30 p.m. Eastern time today)
- Dealing with the Inevitable: Social Security & Medicare with Ted Sarenski & Jim Sullivan (1 to 2:30 p.m. Eastern time Wednesday)
- PFP Power Hour with Clark Blackman, Lisa Featherngill & AICPA PFP Division staff (3 to 4 p.m. Eastern time Thursday)
Participate in the PFP Marketing Challenge
Financial Planning Digest | May 22, 2012
Join PFP members and PFS credential holders from May 16 to June 15 to begin building awareness of your PFP services in your local market. Whether you provide tax, estate, retirement, risk management or investment planning services -- distinguish yourself as a trusted adviser to individuals and take advantage of the marketing resources available from the PFP Division!
• Get started! Familiarize yourself with the marketing and media resources available from the PFP Division (see last week's PFP News).
• Be accountable! Schedule action steps on your calendar to implement your favorite ideas. For example, you could select a brochure, customize it, send it to a print shop and put it in your firm's lobby.
• Engage with your peers! Visit the PFP LinkedIn Group to report what you've done, share ideas and ask questions of your peers. For example, interested in trying Google Adwords? Ask your peers if they've used it before and had any success.
• Share your feedback! Rank the resources most useful and/or appealing to you in our poll on the PFP LinkedIn Group.
Free webinar: Dealing with the Inevitable: Social Security and Medicare
Financial Planning Digest | May 22, 2012
In this free webinar, Dealing with the Inevitable: Social Security & Medicare, to be held 1 to 2:30 p.m. Eastern time on May 30, the authors of The CPA's Guide to Social Security Planning (available free to PFP/PFS members and for sale to nonmembers) and The CPA's Guide to Financing Retirement Healthcare (available free to PFP/PFS members and for sale to nonmembers) will discuss why these issues are so important to all CPAs regardless of their practice. Besides providing a general overview of Social Security and Medicare, Ted Sarenski and Jim Sullivan will talk about clients who are most likely to be affected, the questions CPAs should be asking their clients and common concerns that many clients have. Register now! This webinar is free without CPE or available with CPE for purchase with discounts for PFP/PFS and Tax Section members.
Free webinar: Investment Strategies in Preparation for 2013
Financial Planning Digest | May 22, 2012
As the 2013 tax year is quickly approaching, there is a high degree of uncertainty about where the tax system is going. However, there are still several tax-planning opportunities available for those who are willing to do some "out of the box" planning. If designed correctly and executed properly, the tax savings (income tax savings and/or estate tax savings) can be substantial. During this webinar, Investment Strategies in Preparation for 2013, to be held 1 to 2:30 p.m. Eastern time on May 29, Bob Keebler and Scott Sprinkle will cover income tax planning opportunities in 2012: mitigating investment risk through tax-efficient hedging, gain and loss harvesting, alternative investments, income shifting to junior generations, Roth IRA conversions, Net Unrealized Appreciation, using life insurance to preserve "stretch" IRA and incentive stock options, nonqualified stock options and nonqualified deferred compensation. Register now for this free webinar.
Free webinar: The 1040 Diagnostician: Moving from Tax Compliance to Tax Planning for Individuals
Financial Planning Digest | May 15, 2012
The 1040, when properly analyzed, reflects a wealth of information and planning opportunities that you can use to ensure you are thinking through all potential tax impacts of financial decisions and begin considering tax-planning opportunities for your clients. Join the AICPA for this free webinar, The 1040 Diagnostician: Moving from Tax Compliance to Tax Planning for Individuals, to be held from 2 to 4 p.m. Eastern time May 21, covering a highly technical line-by-line approach to analyzing the 1040. This webinar kicks off Part 2 of the series, From Tax Preparer to Financial Planner: The Road Best Traveled, which is designed for emerging CPAs trying to break into this niche career path and seasoned CPAs who want to expand their existing practices with this value-added service.
Free webinar tomorrow: Break Into Financial Planning: How CPAs Can Get in the Game
Financial Planning Digest | May 15, 2012
There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will affect every facet of their lives. If you enjoy interacting with people, are good with numbers, have an interest in providing value-added and profitable services to your clients and like to have a positive effect on others, a career as a CPA financial planner may be right for you. Join the AICPA for this free webinar, Break Into Financial Planning: How CPAs Can Get in the Game, to be held from 2 to 3:30 p.m. Eastern time tomorrow, to learn what it means to be a CPA financial planner. This webinar kicks off the series, From Tax Preparer to Financial Planner: The Road Best Traveled, which is designed for emerging CPAs trying to break into this niche career path and seasoned CPAs who want to expand their existing practices with this value-added service.
New free member benefit: The CPA’s Guide to Financing Retirement Healthcare
Financial Planning Digest | May 15, 2012
The AICPA PFP Division's newest guide, The CPA's Guide to Financing Retirement Healthcare, is now available exclusively to PFP members and PFS credential holders. This guide explains the basic rules of Medicare and paying for long-term care and blends this with planning guidance in a way that allows the adviser to better discuss these issues with their clients. The information is clearly presented with charts and timelines and is supplemented by client questions and appropriate adviser responses. Planning tips are highlighted to provide specific ideas you can discuss with your clients. This guide is downloadable free to PFP/PFS members, but will be available for purchase by nonmembers soon.
Free webinar: Break Into Financial Planning: How CPAs Can Get in the Game
Financial Planning Digest | May 08, 2012
There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will affect every facet of their lives. If you enjoy interacting with people, are good with numbers, have an interest in providing value-added and profitable services to your clients and like to have a positive effect on others, a career as a CPA financial planner may be right for you. Join the AICPA for this free webinar, Break Into Financial Planning: How CPAs Can Get in the Game, to be held 2 to 3:30 p.m. Eastern time May 16, to learn what it means to be a CPA financial planner. This webinar kicks off the series, From Tax Preparer to Financial Planner: The Road Best Traveled, which is designed for emerging CPAs trying to break into this niche career path and seasoned CPAs who want to expand their practices with this value-added service.
Free webinar: Proactive Planning in Preparation for 2013 (tomorrow!)
Financial Planning Digest | May 08, 2012
In this free webinar, Proactive Planning in Preparation for 2013, to be held 1 to 2:30 p.m. Eastern time Wednesday, expert CPA financial planners will walk you through income and estate tax changes scheduled for 2013, the effect of President Barack Obama and U.S. Rep. Paul Ryan's budget proposals, and ways that you can help your clients address the unknowns for 2013 and take advantage of planning opportunities now. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial-planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth. This webinar is presented by the AICPA PFP Division and is free without CPE or available with CPE for purchase with discounts for PFP/PFS and Tax Section members.
Free webinar: Proactive Planning in Preparation for 2013 (May 9)
Financial Planning Digest | May 01, 2012
Register today for the free webinar, Proactive Planning in Preparation for 2013, to be held 1 to 2:30 p.m. Eastern time May 9. In this webinar, expert CPA financial planners will walk you through income and estate-tax changes scheduled for 2013, the effect of President Barack Obama and U.S. Rep. Paul Ryan's budget proposals, and ways that you can help your clients address the unknowns for 2013 and take advantage of planning opportunities now. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial-planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth. This webinar is presented by the AICPA PFP Division and is free without CPE or available for purchase with discounts for PFP/PFS and Tax Section members.
Final reminder! CPA/PFS Perspectives on Offering Investment Services (May 7)
Financial Planning Digest | May 01, 2012
Register today for this inaugural webinar of a new quarterly series: CPA/PFS Perspectives, to be held 1 to 2:30 p.m. Eastern time May 7. This webinar features a panel of successful CPA Personal Financial Specialists who will discuss the practical aspects of offering investment services. Each panel member brings a different perspective on the topic and will discuss their experiences and answer your questions. This webinar is available free without CPE to PFP/PFS members and available for purchase with CPE for all with discounts for PFP/PFS and Tax Section members.
PFS Exam Review Web Class starts May 8
Financial Planning Digest | May 01, 2012
In six segments, the PFS Exam Review Web Class will help you understand the technical foundation of the personal financial planning discipline and prepare you for the Personal Financial Specialist Examination. For your convenience, these six segments will be broadcast live two times between May 8 and 23. You have the option to select the time that's most convenient for you. Plus, you'll have access to the archive after the event is broadcast, so you can use these video segments as a reference tool to help you study for the PFS Exam. Watch all six segments live and receive 15 hours of CPE. PFP Section members save $100! Purchase the PFS Exam in the same order and receive a 10% discount. Qualify for a PFS Exam Sponsorship to further offset the cost.
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