AICPA Presents Free Webcast: Taxes: The Start of Your Financial Plan – April 25th @ Noon ET
- Don’t file and forget your tax return – use it to develop a financial plan
- CPA financial planner will walk participants through step-by-step process
- Free to attend and participate
Now that the 2018 tax-year filing deadline has passed, many Americans may be eager to put away their financial records. However, now is the perfect time to plan for the future while all the documents are readily available. In fact, according to a Harris Poll conducted on behalf of the AICPA, nearly eight in 10 affluent Americans said they would use the information on their tax return to guide their financial plans. This underscores the bridge between taxes and financial planning. And since tax impacts all areas of planning– retirement, risk management and investments, a tax return doubles as a roadmap to a more prosperous financial future. In it, Americans can find details of their cash flows, important investment information, insights to retirement planning and identify overlooked strategies to help them achieve their financial goals.
In this plain-English financial literacy webcast, listeners will learn:
- How to use a tax return to provide a holistic view of your finances
- How to design the lifestyle you want through tracking and monitoring spending/expenses
- Important planning considerations for your estate, retirement, investments, insurance and taxes
- And more …
WHAT: Taxes: The Start of Your Financial Plan
WHO:
WHEN: Thursday, April 25, 2019, Noon –
HOW: Reporters and the public can register online here.
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About the AICPA’s PFP Division
The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs and other professionals who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.
CPA financial planners are held to the highest ethical standards and are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive guidance for their clients. The AICPA offers the Personal Financial Specialist (PFS) credential exclusively to CPAs who have demonstrated their expertise in personal financial planning through testing, experience and learning.
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Media representatives are invited to visit the AICPA Press Center at www.aicpa.org/press.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20190418005160/en/
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