Don’t File and Forget Your Tax Return – Use It
NEW YORK–(BUSINESS WIRE)–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
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
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
About the Association of International Certified Professional
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