Abstract yellow image
Resources

Vol. 4 - The Adviser’s Guide to Financial & Estate Planning – 15th Ed

Nov 01, 2024 · 2.2 MB Download

SECTION

EXCLUSIVE

Resource

available

Use Volume 4 as a reference guide to facilitate planning for your clients in the following areas.

  • Asset protection

  • Portability

  • Medicare Tax and the Net Investment Income Tax

  • The Affordable Care Act

  • Tax, financial, and estate planning for the 99%

  • AICPA’s Statement on Standards in Personal Financial Planning Services

  • The ABLE Act

  • The SECURE Act of 2022, with 2024 final regulations

  • The Inflation Reduction Act of 2022 with 2024 final regulations

  • Identifying some areas impacted by potential Tax Cut and

Download the Adviser’s Guide to Financial & Estate Planning – Vol 4, 15th Edition

File name: FEPG-Volume-4.pdf

Reserved for PFP Section Members

Already a PFP Section Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a PFP Section Member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Discover the benefits of:

PFP Section

Exclusively for

Personal Financial Planning Section

Mentioned in this article

Topics

Personal Financial Planning
Tax

Subtopics

Estate Planning
Individual Income Taxation
Risk Management & Insurance Planning
Tax Planning
Manage preferences

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information

    }