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As a tax practitioner, you may have contemplated adding personal financial planning services to your practice. There is a natural progression to go from being your client's most trusted tax advisor to also being their most trusted personal financial advisor. But you have questions: will it be profitable? How do I get started? What are other CPA firms doing? All of these questions are addressed in a new research study published by the AICPA's PFP Section that can show you how to expand your services into this lucrative niche area that is a great compliment to your tax practice.

The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices- AICPA/Moss Adams CPA Financial Planning Practice Study.

Click here for more information

 
Tax Home > Resources > Employee Benefits > Tools and Aids

Tools and Aids

This section includes toolkits, checklists, and other information related to employee benefit taxation.

 

Retirement Planning Resources

Tax Section Members can access 120 retirement planning documents and tools from Forefield Advisors to enhance your practices. Learn More>>

 

AICPA PowerPoint Guide to Compliance Testing for Qualified Plans

This Guide presents, in outline format, the steps needed to accomplish compliance testing for qualified employee benefit plans. Learn More>>

 

Providing Written Tax Advice in a Benefits Practice
This outline and PowerPoint presentation focus on the rules that govern the practice of attorneys, CPAs, enrolled agents, enrolled actuaries, and appraisers before the IRS. Particular attention is paid to best practices for providing written tax advice in a benefits practice. Learn More>>

 

AICPA Practice Guide on Plan Governance

This presentation helps the plan sponsor to focus on key issues that are complex or too often ignored which can increase your profile and value to the engagement and is key to maintaining the qualified status of the plan. Learn More>>

 

Employee Benefit Research on the Web

This outline addresses why employee benefits professionals use the Internet for research; the most frequently used Web sites; tips for building an effective keyword search; some advanced features of Google; and some helpful books that describe online research in general. Learn More>>