Financial Literacy


The AICPA launched 360 Degrees of Financial Literacy for Women, an expansion of its pro bono efforts to improve the public’s understanding of personal finance. The program’s Web site ( www.360financialliteracy ) contains more than 600 articles and planning tools women can use to focus on various aspects of their economic circumstances, including getting started on managing their finances more effectively, career planning and employee benefits, managing insurance and investments, coping with family financial issues and life-changing events and setting up and running a business. In addition, the site’s “Ask the Money Doctor” tool offers free personal finance advice from CPA/PFS practitioners and other volunteers with financial planning expertise.

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Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.