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.
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.
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.
Help your trustee clients manage their trusts’ and beneficiaries’ (if applicable) tax brackets by evaluating prior-year and projecting current-year trust income, expenses, and distributions.
Check out a related resource: Decoding Trusts and Wills: Provisions for PFP Practitioners.
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.
Help your trustee clients manage their trusts’ and beneficiaries’ (if applicable) tax brackets by evaluating prior-year and projecting current-year trust income, expenses, and distributions.
Check out a related resource: Decoding Trusts and Wills: Provisions for PFP Practitioners.
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
Reserved for Tax Section Members and PFP Section Members
Already a Tax or PFP Section Member?
Log in with your account
Not a Tax or PFP Section Member?
Discover the benefits of:
Our guaranteeOur guaranteeEvery purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.
Our refund policyOur refund policyTo start the return process, please contact us first. View all products eligible for refunds.