Your Clients May Not Understand All the Ramifications of the New Tax Laws


Now is the time to integrate your clients’ financial plans with sound tax guidance — and stay at the center of their financial world. From tax, retirement and estate planning to risk management and investment planning, your clients count on you to make sense of it all. And you can trust the AICPA Personal Financial Planning (PFP) Section’s broad array of resources, tools and education to deepen your knowledge and technical competency in this rapidly growing advisory service area.

Leverage Several PFP Section Resources Now
The PFP Section is making several member-only resources available for you to try for a short time so that you can test-run them before making an investment. Download the following tools for FREE and learn why so many CPAs rely on the AICPA for their practice growth and career success.
Planning After ATRA and the Net Investment Income Tax Toolkit
Webcasts, podcasts and PowerPoints focused toward year-end 2013 planning, but concepts apply to the current tax environment.
The CPA’s Guide to Financial and Estate Planning
Free chapters, webcasts and PowerPoints that have been updated for planning after ATRA and NIIT.
PFP Section members receive discounts on the PFS Exam and exam prep resources. PFP Section membership is your first step to becoming a CPA/PFS.
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