Thinking about adding personal financial planning services to your practice? Clients have specific questions in this area that you are uncomfortable addressing? Access PICPA's Peer-to-Peer Directory to find a CPA who can consult with you on personal financial planning matters.
Personal Financial Planning and Your Practice
Nearly 80 million Americans will become eligible for Social Security over the next two decades. This represents an enormous financial planning opportunity. Below are resources for members looking to build their practice by offering financial planning services.
Articles
- How CPAs Can Address the Retirement Crisis
CPA Now | June 2019 - Cybersecurity Begins Inside Your Company
CPA Now | December 2018 - Charitable Gifting Advice from a CPA-Part 2
CPA Now | November 2018 - Charitable Gifting Advice from a CPA-Part 1
CPA Now | November 2018 - Unclaimed and Abandoned U.S. Savings Bonds
CPA Now | October 2018 - Charitable Giving with a Donor-Advised Fund
CPA Now | July 2018 - Not a Snap Decision: To Flourish After Divorce Requires Planning
CPA Now | July 2018 - Qualified Charitable Distributions Provide Way to Keep Tax Breaks on Giving
CPA Now | May 2018 - Tax Reform's Effect on Charitable Giving
Pennsylvania CPA Journal | April 2018 - Seize the Planning Opportunities the New Tax Law Offers
Pennsylvania CPA Journal| February 2018 - Roth IRAs Revisited
Pennsylvania CPA Journal| November 2017 - Help Clients Figure Out Their Franchise Path
Pennsylvania CPA Journal | August 2017 - Saving for College: More Options than Just 529 Plans
CPA Now | Aug. 2017 - CPAs and Financial Advisers: A Great Team for Clients
Pennsylvania CPA Journal | June 2017
Tax Reform's Effect on Financial Planning
Deep Dive with Laurie Siebert explores how the new tax law will effect personal financial planning.
Reform's Effect on Tax Planning
Importance of Understanding the New Tax Law
Children and Tax Reform
CPA Conversations Podcasts
The CPA's Role in Long-Term-Care Planning
Long-term care is a subject many would rather not think about, but not doing so could be costly. Phil Sirolli, CPA, a wealth transfer adviser with Valley Forge Financial Group, clarifies some common misconceptions about long-term-care planning, outlines insurance options, and explains why CPAs need to have this conversation with clients.
CPAs Can Help Clients, Public Save for Retirement
Most workers with access to a retirement benefit today must contribute to their plan as opposed to relying on a pension. We’re in the “save for yourself” era. Jacquelyn M. Basso, CPA, CFP, of J.M. Basso & Associates in Downingtown, Pa., believes that employees just aren’t saving enough to live comfortably in retirement.
Exploring The Laws of Wealth with Author Daniel Crosby
Mike Briglia, CPA, CFP, interviews Dr. Daniel Crosby on his latest book, The Laws of Wealth: Psychology and the Secret to Investing Success. They explore the behavioral factors that determine the success or failure of investors and the value of robo-investing platforms.
Advising Clients on Preretirement Health Care and Medicare Decisions
Kyle Stuckey, CPA, PFS, CFP, provides tips to personal financial planners on advising clients on these matters.
When Are Roth Conversions Right for Clients?
Tami Noll Russo, CPA, explores when this strategy is best.
Exploring the Psychology of Money and Wellness
Maggie Baker, PhD, discusses how emotions confuse our money choices and what to do about it.
Presentations
Get Compliant with the Fiduciary Rule
