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PICPA thanks the attendees and speakers of the 2017 Personal Financial Planning Conference!

A BIG round of applause to these organizations for being represented by multiple team members at the conference:

Allan Myers
Baum, Smith & Clemens, LLP
Fairman Group Family Office
Joseph M Cahill, LLC
Kreischer Miller
Maillie, LLP
McCullough & Company, PC CPAs

Pardee Resources Company
PMA Companies
Robert J. Kratz & Co
Rudney Solomon Cohen & Felzer PC
Savran Benson LLP
The Vanguard Group
Wells Fargo Advisors

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Webinars



CPA Now

  • Thomas J. Boczar

    A Stock Protection Fund: What It Is and When It Is Helpful

    Investors with highly appreciated stock positions often try to diversify out of their positions over time, but for many reasons they almost always retain a significant portion of their concentrated position that’s left unhedged. It remains a major risk exposure relative to their net worth, and is riskier than most investors realize.
    Full story
  • Fred Amrein

    Saving for College: More Options than Just 529 Plans

    Today, clients face an uphill battle of trying to pay for college even as college costs outpace inflation. To create the best strategies, advisers need to understand the financial aid process, college savings plans, educational tax strategies, student loans, and various loan repayment options.
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  • Patrick McCormick

    International Estate and Gift Planning

    Clients increasingly have international ties of some kind, such as dual citizenships or overseas family members. These connections can create complications for practitioners when it comes to estate and gift planning. This blog provides an overview of transfer tax rules for those in the United States with international ties, and discusses factors to consider when implementing estate and gift plans.
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Financial Planning Articles

  • Help Clients Figure Out Their Franchise Path

    Franchising can be an exciting place to be for small-business clients or entrepreneurs, but how well your clients understand the franchised business model and deploy good management techniques will impact the outcomes they hope to achieve
  • CPAs and Financial Advisers: A Great Team for Clients

    Throughout 2016, two of my clients who are partners in a business kept telling me what a fantastic year they were having. Since my firm handled their 401(k) plan, we suggested that we meet with them in September with their CPA and their plan’s third-party administrator. The main item on the agenda was to find ways to reduce the partners’ overall taxable income for that year.
  • Long-Term-Care Planning Adds Protection from Filial Laws

    The resurrection of old filial responsibility laws can blindside close family members with a potentially significant financial burden. Filial laws impose a legal responsibility upon family such as a spouse, adult child, or parents for the support of indigent relatives.

Related Podcasts

Budgeting: What Is It Really?

Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be beneficial for CPAs working in this space.

Why and How CPAs Should Join the Fight Against Elder Fraud

Cases of financial abuse of the elderly are on the rise in Pennsylvania. This is especially alarming as the senior population continues to grow. Robin Wiessmann, secretary of the Pennsylvania Department of Banking & Securities, discusses why CPAs are a natural fit to help the state fight these crimes and to protect some of our most vulnerable citizens.

Exploring the Psychology of Money and Wellness

Maggie Baker, PhD, a psychologist and author of Crazy About Money: How Emotions Confuse Our Money Choices and What to Do About It, walks us through how childhood experiences can shape our money habits and how a greater understanding of those habits can lead to better financial choices.

A Look Back at the 2017 Agenda

Nov. 8, 2017 - Malvern & Webcast
  • Changing Landscape of Long Term Care
  • Considering Elder Investment Fraud
  • Economic Update
  • New Developments in Federal Taxes
  • Retirement Readiness: Are We Worse Off?
  • The Psychology of Money & Wellness
  • Wealth Transfer Planning: Whatever the Tax Law Permits