Success Tips for Young CPAs and Financial Planners. Presented by: Michael Goodman, CPA/PFS (Moderator) Mark Astrinos, CPA/PFS David Oransky, CPA/PFS
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1 Success Tips for Young CPAs and Financial Planners Presented by: Michael Goodman, CPA/PFS (Moderator) Mark Astrinos, CPA/PFS David Oransky, CPA/PFS
2 Helpful Hints #AICPApfp 2
3 About the PFP Section & PFS Credential The AICPA Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners. (Learn more at aicpa.org/pfp.) The Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential. (Learn more at aicpa.org/pfs.) #AICPApfp 3
4 Today s Speakers Michael Goodman, CPA/PFS (Moderator) Wealthstream Advisors Mark Astrinos, CPA/PFS Vista Wealth Management David Oransky, CPA/PFS Laminar Wealth #AICPApfp 4
5 CPAs Are #AICPApfp 5
6 A CPA Financial Planner is Estate Retirement Investments Insurance Tax C P A Visit aicpa.org/cpafinancialplanner #AICPApfp 6 6
7 Growing demand for personal financial planning services 10,000 Baby Boomers per day will turn 65 for the next 17 years (2010 Pew Research Study) Core areas of PFP all identified as high growth niche services (Accounting Today Top 100 firms, 2015) PFP projected to grow 2x faster than A&A and tax (IBIS World 2015) 27% growth in need for advisors (U.S. Bureau of Labor Statistics) Increasing tax complexities $30 trillion wealth transfer over next years (FTI Consulting 2010) #AICPApfp 7
8 Trends Tax compliance a commodity? Investment management a commodity? Consumers seeking objective advice (fiduciary approach) Integrated Planning #AICPApfp 8 8
9 Success Tips Personal Financial Planning Planning Section Section #AICPApfp
10 Bolster Your Confidence Knowledge #AICPApfp 10
11 See Your Youth as an Advantage And why you don t have to serve only young clients #AICPApfp 11
12 Grow Yourself & Evolve Your Business Lifelong learning Networking Open communication #AICPApfp 12
13 Find a Mentor & Pay it Forward #AICPApfp 13
14 Questions? Personal Financial Planning Planning Section Section #AICPApfp
15 AICPA PFP Section Member Resources PFP Section members, inclusive of CPA/PFS credential holders, have access to resources on the latest planning strategies and trends in personal financial planning services so that they can practice competently and profitably. Visit aicpa.org/pfp/resources. Estate Tax Retirement Investment Insurance & Risk Management Practice Management Legislative/ Regulatory Professional Responsibilities Consumer Content #AICPApfp 15
16 Upcoming PFP Section Events Webcasts (4 free events per year with CPE for PFP/PFS members) February :45pm ET April :15pm ET May :15pm ET May :45pm ET Conferences Protecting Your Clients from Financial Fraud and Abuse Advising Clients on Planning for Education Life Insurance Policy Reviews: What CPAs Need to Know When Serving Individuals Proactive Planning: Post Tax-Season January 22-25, 2017 June 12-14, 2017 AICPA Personal Financial Planning Leadership Summit AICPA Advanced PFP Conference (ENGAGE) For the full calendar of upcoming PFP Section events, visit aicpa.org/pfp/events. PFP/PFS Members can access the archives (no CPE) for free at aicpa.org/pfp/library. #AICPApfp 16
17 CPA/PFS News and Events PFS Referral Program Receive 100% credit to apply toward future CPA/PFS dues by referring a CPA to become a PFS or sit for the PFS exam PFS Exam Register now for upcoming exam windows Discounts, sponsorships and volume pricing available Education Opportunities In-depth courses in estate, retirement, tax, investments, insurance, and PFP process In-person and online PFP Boot Camp Self-study PFS exam review course Learn more at aicpa.org/pfp/pfs #AICPApfp 17
18 A CPA Financial Planner is a trusted advisor who Operates at the highest professional level when delivering PFP services to clients, acting in the clients best interest. Adheres to high standards as required by the Code of Professional Conduct and the Statement on Standards in PFP Services through the application of objectivity, integrity, due care and competence required by CPAs. Is regulated by state boards of accountancy. Integrates advanced planning concepts, including tax and business considerations, with the entire financial plan. #AICPApfp 18
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Using Portability to Create a Flexible Estate Plan
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