Personal Financial Planning


The AICPA and the Department of Labor (DOL) are partnering to educate American women of all ages about personal financial management. Using CPA/PFS (Personal Financial Specialist) volunteers from the Institute’s 360 Degrees of Financial Literacy program ( www.aicpa.org/financialliteracy/index.asp ) and the resources of the DOL Women’s Bureau ( www.dol.gov/wb ), such as mentoring, classroom instruction and an online financial education curriculum, the partnership will help women develop the practical skills they need to better control their money and lives.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.