AICPA.Org Personal Financial Planning http://www.aicpa.org/INTERESTAREAS/PERSONALFINANCIALPLANNING The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients. Moving from Tax Preparer to Financial Planner http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/2012-fromtaxpreptofinplan.aspx Fri, 17 May 2013 08:20:23 GMT 57df6549-fb16-4725-b7a2-7faf7f630458 These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance. PFP Tax News http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/NewsAndPublications/Pages/Tax.aspx Wed, 15 May 2013 10:56:41 GMT f8be6fc7-2c4c-49e8-9e83-35a1725a044c The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed. Estate Tax Legislation http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/NewsAndPublications/Pages/EstateTax.aspx Wed, 15 May 2013 10:53:33 GMT 300ea14f-f94f-4e1c-9391-b4a50acd77b0 Stay up to date on legislative and regulatory issues relating to estate tax legislation. Series: Planning After the American Taxpayer Relief Act http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/ATRA.aspx Thu, 09 May 2013 12:49:35 GMT 03b43104-3ccd-4656-83bb-d4aeaf67a917 This web seminar series covers the most important aspects of personal financial planning considerations under ATRA. PFP Consumer Web Seminar Library http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/PFPConsumerWebSeminarLibrary.aspx Wed, 08 May 2013 11:07:46 GMT d0fcd7df-7d47-4272-afae-fabaff583ef8 A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients. PFP Tax Webcasts http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/Tax.aspx Wed, 08 May 2013 10:53:47 GMT 70397987-baf0-4534-9a61-60e86d693af9 Our web seminars give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers. Overview of the Personal Financial Specialist (PFS) Credential http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/Membership/Pages/OverviewofthePersonalFinancialSpecialist(PFS)Credential.aspx Wed, 08 May 2013 08:48:04 GMT c1aadd6d-b108-437d-add4-cd135c3e5efb A summary page with links to all necessary information relating to the PFS credential program. Investment Planning http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/InvestmentPlanning.aspx Mon, 06 May 2013 09:51:28 GMT 4d88d91c-f8e8-4804-9f23-ccf0dd085984 Our web seminars give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers. CPA/PFS Perspectives Web Seminar Series http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/PerspectivesWebinarSeries.aspx Mon, 06 May 2013 09:48:17 GMT d771a245-5b20-4265-9a2b-0832aa416b98 This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice. Fox Financial Planning Network Program Details http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/Resources/PracticeCenter/Pages/FFPNProgramDetails.aspx Fri, 03 May 2013 11:21:46 GMT 5e88dad4-0dae-4e30-be83-c937c9a4debf Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach. Taking A Fresh Look At Reverse Mortgages http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/ReverseMortgage.aspx Fri, 03 May 2013 09:38:34 GMT fb35d0c6-f65d-46e7-b342-66c70b97a2b9 Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan. 2013 Series: Take Charge: Your Money. Your Life http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/ltcforconsumers2013.aspx Fri, 03 May 2013 09:33:26 GMT e83caa83-8ea1-46ea-8ce0-4be1dce9497f This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning. 2011 Series: Take Charge: Your Money. Your Life. http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/TakeChargeYourMoneyYourLife.aspx Fri, 03 May 2013 08:52:30 GMT 97ac78cb-dce5-4f91-b128-3da26082005d Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials. PFP Power Hour http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/PFPQuarterlyIssuesUpdate.aspx Mon, 29 Apr 2013 13:47:27 GMT a8b616dd-dde8-4885-8300-3536e6090a57 These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members. CPA Strong Campaign for CPA Financial Planner http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/Community/Pages/CPAStrongCPAFP.aspx Thu, 25 Apr 2013 18:50:30 GMT d6093aa2-a360-40ac-ac4d-fe90989b62a1 Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice. CPA Strong Campaign for the CPA/PFS http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/Community/Pages/CPAStrongCPAPFS.aspx Thu, 25 Apr 2013 18:42:43 GMT e3364666-ce1a-422d-a864-c14c8c9295b8 Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice and emphasize your PFS credential. Risk Management http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/RiskManagement.aspx Thu, 25 Apr 2013 17:57:07 GMT 08b3d2ec-fa84-4ac7-87ab-0a9022973de8 Return to PFP Web Seminar Library IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (4/18/2013) Tom Tillery Latest Trends & Developments in Long-Term Care Insurance (1/30/2013) Michael E. Kitces Best Practices for Advising Clients with IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/IDGTs.aspx Thu, 25 Apr 2013 17:53:15 GMT 5dc8ebcb-06a2-4989-930e-448dee7f4730 In this web seminar recording, Tom Tillery addresses how to use Intentionally Defective Grantor Trusts to address income tax, asset protection and life insurance needs. PFP Division 2011 Year in Review http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/Membership/Pages/YearinReview.aspx Wed, 24 Apr 2013 09:45:03 GMT d4ab7e5c-a2c5-46b3-8be2-54c3e73c55ce With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review. Compliance and Planning Issues with the 3.8% Medicare Surtax http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/Compliance.aspx Wed, 24 Apr 2013 07:20:40 GMT 0e8d4fc1-7d84-4f52-85d4-fbcf8df21e7d In this web seminar, leading experts Bob Keebler and David Kirk will discuss the new 3.8% Medicare surtax now (2013) applies.