Free Consumer Webcast from AICPA: Design the Retirement That Fits Your Needs

Don’t File and Forget Your Tax Return – Use It

NEW YORK--()--The first steps in mapping out your journey to retirement is knowing where you are and deciding where you want to go. As a part of the ‘Take Charge: Your Money. Your Life.’ series, 360 Degrees of Financial Literacy and the AICPA’s Personal Financial Planning Section are offering a free consumer webcast on Thursday, April 20 from 12:00 PM to 1:00 PM ET. CPA financial planner David Stolz, CPA/PFS will teach consumers how to chart their own path to retirement using their tax returns as a guide.

In this plain-English financial literacy webcast, listeners will learn:

  • How to use a tax return to provide a 360-degree view of your finances. A tax return is essentially an itemized bill for the past year. It shows important details about your current cash flows that can help you assess your current situation and plan for the future.
  • How to design the lifestyle you want through tracking and monitoring spending/expenses. Examples will be provided to help inspire consumers to come up with their own system of identifying and monitoring expenses that fits their needs/style.
  • The positive aspects of budgeting and how to make it work for you. Planning ahead is an important step toward finding peace of mind about money matters.
  • How to plan for retirement spending. If you want to maintain your current lifestyle in retirement, how much (in today’s dollars) will you need to do that?
  • And more …

WHAT: 2017 Taxes: Start Your Financial Plan Here.

WHO: David Stolz, CPA/PFS

WHEN: Thursday, April 20, 2017, 12:00 PM – 1:00 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 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 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 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 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 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, 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.

About the Association of International Certified Professional Accountants

The Association of International Certified Professional Accountants (the Association) combines 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.

Contacts

American Institute of CPAs
James Schiavone, 212-596-6119
James.Schiavone@aicpa-cima.com
or
Jonathan Lynch, 212-596-6033
Jonathan.Lynch@aicpa-cima.com

Release Summary

The ‘Take Charge: Your Money. Your Life.’ series, 360 Degrees of Financial Literacy and the AICPA’s Personal Financial Planning Section are offering a free consumer webcast April 20 from 12-1PM ET.

Contacts

American Institute of CPAs
James Schiavone, 212-596-6119
James.Schiavone@aicpa-cima.com
or
Jonathan Lynch, 212-596-6033
Jonathan.Lynch@aicpa-cima.com