2025 Tax and Financial Planner
Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.
View a month-by-month guide of actions items to keep your firm running smoothly, connect with clients and get pointers to help clients with financial planning.
Log in to your AICPA account to access the year-round planner, available to PFP Section and Tax Section members.
View a month-by-month guide of actions items to keep your firm running smoothly, connect with clients and get pointers to help clients with financial planning.
Log in to your AICPA account to access the year-round planner, available to PFP Section and Tax Section members.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning.
Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
Start by creating a tax projection for the current year and the next several years, which can help identify areas where you can proactively guide clients. Determine whether there are large or unusual items or events in the current or coming years. Review income and expenses that may fluctuate, such as capital expenditures, bonuses, retirement payments and charitable gifts. Address issues such as using their annual exclusion for gifting and any required minimum distributions (RMD) and evaluate their cash flow in light of these activities.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning.
Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
Start by creating a tax projection for the current year and the next several years, which can help identify areas where you can proactively guide clients. Determine whether there are large or unusual items or events in the current or coming years. Review income and expenses that may fluctuate, such as capital expenditures, bonuses, retirement payments and charitable gifts. Address issues such as using their annual exclusion for gifting and any required minimum distributions (RMD) and evaluate their cash flow in light of these activities.
Dive deeper with personal financial planning tools.
Broadridge Advisor
With over 3000+ resources, Broadridge Advisor provides client education and communication tools on tax, retirements, estate, risk management and investments, available to PFP Section members.
Broadridge Advisor
With over 3000+ resources, Broadridge Advisor provides client education and communication tools on tax, retirements, estate, risk management and investments, available to PFP Section members.
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