Thursday, April 26, 2018

Thrifty Thinking: Free webcast - 2018 Taxes: Start Your Money Plan Here

The American Institute of CPAs (AICPA) wants to help Americans use the information in their tax return to develop a plan that will put them on the path to reach their financial goals. The AICPA’s Personal Financial Planning Section and 360 Degrees of Financial Literacy are offering a free consumer webcast this Friday, April 27 from 1:00 PM to 2:00 PM ET where CPA financial planners Lori Luck and Sarah Lane will walk Americans through the steps showing them how they can use their tax return to develop a well-rounded comprehensive financial plan.
Though many Americans may be eager to put away their financial records now that the 2017 tax-year filing deadline has passed, now is the perfect time to plan for the future while all their documents are readily available. Since tax impacts all areas of planning – estate, 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 and estate planning and identify overlooked strategies to help them achieve their financial goals.
In this plain-English financial literacy webcast, listeners will learn:
  • Planning steps to take in the current tax environment
  • How to ensure your retirement plan delivers
  • How to protect your assets
  • How to evaluate your tax and investment planning strategies
  • And more …   
WHAT: 2018 Taxes: Start Your Money Plan Here
WHO: Lori Luck, CPA/PFS, President at CLS Financial Advisors, Inc. & Sarah Lane, CPA/PFS, Personal Financial Specialist at CLS Financial Advisors, Inc.
WHEN: Friday, April 27, 2018, 1:00 PM – 2:00 ET
HOW: Reporters and the public can register online here
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 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 integrated 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 examination, experience and learning, enabling them to gain competence and confidence in PFP disciplines. 
About the American Institute of CPAs
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.
The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.
Media representatives are invited to visit the AICPA Press Center at 
About the Association of International Certified Professional Accountants
The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. It represents 650,000 members and students in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.

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