2026 Tax and Financial Planner
Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning. Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
August 2026 tip — Consider a family meeting. A family meeting for your clients is a valuable opportunity to discuss financial goals, estate planning and any potential tax implications. This can help ensure that all family members are informed and aligned, reducing the risk of misunderstandings and conflicts. Additionally, it provides a platform to address any concerns and make informed decisions together, fostering a sense of unity and preparedness.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning. Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
August 2026 tip — Consider a family meeting. A family meeting for your clients is a valuable opportunity to discuss financial goals, estate planning and any potential tax implications. This can help ensure that all family members are informed and aligned, reducing the risk of misunderstandings and conflicts. Additionally, it provides a platform to address any concerns and make informed decisions together, fostering a sense of unity and preparedness.
Dive deeper with personal financial planning tools.
Broadridge Advisor
With over 3000+ resources, Broadridge Advisor provides client education and communication tools on tax, retirements, estate, risk management and investments, available to PFP Section members.
Broadridge Advisor
With over 3000+ resources, Broadridge Advisor provides client education and communication tools on tax, retirements, estate, risk management and investments, available to PFP Section members.
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