Free Webinar from AICPA Offers Consumers Tips for Turning Their Tax Return into a Financial Plan

Hosted by AICPA’s PFP Division and 360 Degrees of Financial Literacy

NEW YORK--()--Many Americans approach tax season with a sense of foreboding and are eager to put the experience out of their minds once their CPA files the return with the IRS. A Form 1040 is not just a calculation of what you owe Uncle Sam, it’s a valuable tool that might provide insights to adjustments to investing and saving strategies that will reduce your tax burden. So, instead of ‘filing and forgetting it,’ the American Institute of CPAs (AICPA) recommends that consumers use the information in their tax return to develop a plan that will help them reach their financial goals.

On April 23rd, the Personal Financial Planning Division of the AICPA and 360 Degrees of Financial Literacy will host a free webcast that will provide consumers with practical advice and strategies to help them use their 2014 tax return as a starting point to creating a comprehensive financial plan.

What: In this plain English consumer-oriented web seminar, listeners will learn:

• Planning steps to take in the current tax environment

• How to ensure their retirement plan delivers

• How to evaluate their investment strategy

• How to protect their assets

Who: CPA financial planner Chris Benson, CPA/PFS

When: Thursday, April 23, 2015 – 1:00 PM ET

How: Reporters and the general public can register in advance for the free webinar.

Reporters with questions can contact Kristin Vincenzo, Manager – Public Relations at the AICPA, at 212-596-6138 or kvincenzo@aicpa.org.

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 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 valuable PFP services in the highest professional manner.

CPA financial planners are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive 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 testing, experience and learning, enabling them to gain competence and confidence in PFP disciplines.

About the AICPA

The American Institute of CPAs (AICPA) is the world’s largest member association representing the accounting profession, with more than 400,000 members in 145 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 the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants (CIMA), it has established the Chartered Global Management Accountant (CGMA) designation which sets a new standard for global recognition of management accounting.

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 aicpa.org/press.

Contacts

AICPA
Kristin Vincenzo, 212-596-6138
kvincenzo@aicpa.org
or
James Schiavone, 212-596-6119
Jschiavone@aicpa.org

Release Summary

Instead of ‘filing and forgetting it,’ the AICPA recommends that consumers use the information in their tax return to develop a plan that will help them reach their financial goals.

Contacts

AICPA
Kristin Vincenzo, 212-596-6138
kvincenzo@aicpa.org
or
James Schiavone, 212-596-6119
Jschiavone@aicpa.org