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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 > Trust, Estate and Gift > Business Succession

Business Succession

This section includes guidance on tax issues for business succession.

 

Divorce Issues and Business Succession Planning: Individuals

A CPA can play an important role in divorce tax planning that involves a closely held business. This article identifies some common issues the tax adviser faces when a divorcing client or spouse owns a closely held business and discusses planning techniques. Learn More>>

 

Divorce Issues and Business Succession Planning

This detailed analysis/outline from the 2003 AICPA Business Succession Planning Conference covers various divorce issues and business succession planning, including general concepts, conflicts and issues, people issues, planning issues, valuation issues, trust issues, tax issues, and a bibliography of other resources. Learn More>>

 

Business Succession Planning

More and more businesses are not only owned and created by women, they are also being transferred to daughters. Read an outline on this topic from a December 2, 2003, workshop on business succession planning. Learn More>>

 

What Is the Role of the CPA Firm in the Estate Planning Process?

To implement their estate planning goals, some clients may need a more complicated estate plan developed by several different advisers. The CPA firm can fit into this mix in more than one way. Learn More>>

 

AICPA Guide to Handling Business Succession

This white paper from the AICPA Private Companies Practice Section (PCPS) and the AICPA Alliance for CPA Firms addresses the state of succession planning and how CPA firms can handle the process. Learn More>>