2025 Tax and Financial Planner
Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.
View a month-by-month guide of actions items to keep your firm running smoothly, connect with clients and get pointers to help clients with financial planning.
Log in to your AICPA account to access the year-round planner, available to PFP Section and Tax Section members.
View a month-by-month guide of actions items to keep your firm running smoothly, connect with clients and get pointers to help clients with financial planning.
Log in to your AICPA account to access the year-round planner, available to PFP Section and Tax Section members.
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.
Review market performance by asset class over the past year. Do you have clients who have specific exposure to areas that experienced a loss or have worthless securities? Consider any upcoming capital gain distributions and advising clients to sell certain securities at a loss to help offset any other gains realized during the year.
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.
Review market performance by asset class over the past year. Do you have clients who have specific exposure to areas that experienced a loss or have worthless securities? Consider any upcoming capital gain distributions and advising clients to sell certain securities at a loss to help offset any other gains realized during the year.
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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