Financial Planning


The AICPA and five other organizations joined forces to sponsor the Project for Financial Independence, which offers free financial planning advice to individuals in need ( www.consultaplanner.org ). Also participating are the Certified Financial Planner Board of Standards, the Financial Planning Association, the National Association of Personal Financial Advisors, the National Endowment for Financial Education and the Society of Financial Service Professionals. Following its December 2003 survey, which found strong member support for allocating AICPA resources to developing the public’s financial literacy, the Institute established a Web site ( www.aicpa.org/financialliteracy/index.asp ) describing its related efforts and promoting those of the state societies. Of the more than 1,800 members who had participated in the poll, 95% said financial literacy was extremely or very important. Fifteen percent said they were active financial education volunteers, and 87% of those not currently donating their time said they would consider it. Those interested in offering pro bono services can contact the AICPA at 201-938-3750.

SPONSORED REPORT

Solving the lease accounting challenge

The challenges of the new lease accounting standard have been pervasive to say the least. In this free, independently-written report, you'll learn effective adoption strategies as well as resources for easing the transition to the new standard.

FEATURE

Tackling TCJA changes this tax season

Return preparers must be ready for how the Tax Cuts and Jobs Act has modified many common features of individual and business returns.