Personal Financial Planning

Personal Financial Planning Practice Study
Review the Executive Summary of the 2007 Personal Financial Planning Practice Study by AICPA and Moss Adams LLP.

CFP Board to Enforce New Conduct Standards a Little Later

Trusts Get Their Two-Percent Answer
Read the Supreme Court’s resolution of a long-standing dispute over whether investment advisory fees incurred by a trust are subject to the two-percent AGI deduction floor.

The Affluent and Retirement
The three areas of greatest concern to high-net-worth clients are reducing their taxes, preserving their wealth and providing for their heirs. Are you taking care of them?

PICPA Courses Meet New CFP Requirements

Tax Information for Retirement Plans

National Pro Bono Financial Planning Effort Launched
Read about the Project for Financial Independence, the nation's first multi-organizational, pro bono financial planning effort.

Professional Ethics

Links
Find links to other financial planning Web sites.

Visit AICPA's Personal Financial Planning Center
This resource offers CPAs access to a comprehensive library of tools and educational materials on a full range of financial planning practice areas.

Responsibilities in a Personal Financial Planning Engagement
By Stephen J. Rojas, Esq., CPA

Personal Financial Planning - Making the Most of Your Retirement Plan
Download a copy of the brochure and PowerPoint presentation to use at your next speaking engagement or for use in your practice.

CPA Locator
List your firm in this searchable database for free. Potential clients looking for an accounting professional can use this tool to find a financial professional that best meets their needs.

Save The Date

• Personal Financial Planning Conference will be held on Nov. 5 in King of Prussia. Details to follow this Spring.
  

PICPA Interactive Webcasts
Take advantage of quality professional education from the comfort of your desktop—it's convenient and affordable. Check out the upcoming list of hot topics!

Customized On-site Training
Choose from hundreds of top-quality seminars—nearly every course in the PICPA catalog and many more—delivered directly to your place of business.

The CPA's Role in Navigating Troubled Economic Waters
By Larry S. Blair, CPA, JD, Francis X. Ryan, CPA, and Maureen A.Renzi, APR
Pennsylvania CPA Journal, Winter 2009

2008 PICPA Member and Nonmember Opinion Survey
By William J. Hayes
Pennsylvania CPA Journal, Winter 2009

No Better Time for GRATs and IDGTs

Beware the Drag Net: Financial Crimes Laws Could Trap Your Clients
By Charles P. Elliott, CPA, CFE, and Michael Dowd, EA
Pennsylvania CPA Journal, Winter 2009

Write for the Pa. CPA Journal
If you have expertise in a particular subject area and would like to share your knowledge with others, consider contributing to the Pennsylvania CPA Journal, published quarterly by the PICPA and read by more than 20,000 people.

PICPA Peer-to-Peer Directory
You can contact expert PICPA members directly to get answers to your questions.

Get Involved
Join the Personal Financial Planning Committee.

Speakers Bureau
Personal Financial Planning topics are hot items for community group presentations and media interviews. Donate your time and expertise on these topics to promote the image of CPAs as well as meet potential new clients.