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How to Prepare for the Tricky Tax Seasons of 2018-19
https://www.cfp.net/news-events/latest-news/2018/02/12/how-to-prepare-for-the-tricky-tax-seasons-of-2018-19

... from the tax overhaul next year, in the 2019 tax season, Schlesinger said. But there are a few items people should be aware of: The IRS has created new withholding tables, but the recommended amounts may not be enough to cover many taxpayers, especially those in high tax states who could lose certain ...

Federal Tax Law Changes Coming to CFP® Certification Exam
https://www.cfp.net/news-events/latest-news/2018/05/22/federal-tax-law-changes-coming-to-cfp-certification-exam

... the new tax laws into its Uniform CPA Examination, with testing beginning in January 2019. The July 2018 exam will be the last that tests the 2017 tax law and the tax tables for the July exam can be found here. To qualify to sit for the exam, a candidate for certification must have successfully completed ...

CFP Board Resources Outline Impact of 2017 Tax Cuts & Jobs Act on the CFP® Exam
https://www.cfp.net/news-events/announcements/2018/08/13/cfp-board-resources-outline-impact-of-2017-tax-cuts-jobs-act-on-the-cfp-exam

... of the tax law changes, from the perspective of the content covered by CFP® exam. The updated Tax Tables document that will be provided to candidates during the November 2018 CFP® exam now reflects 2018 tax law. In May 2018, CFP Board announced that the November 2018 CFP® exam will ...

View Now: What to Expect from a Computer-Based CFP® Exam
https://www.cfp.net/news-events/announcements/2015/06/04/view-now-what-to-expect-from-a-computer-based-cfp-exam

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions –are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org....

Recorded Webinar: The CFP® Exam – What to Expect on Exam Day
https://www.cfp.net/news-events/announcements/2015/09/25/recorded-webinar-the-cfp-exam-what-to-expect-on-exam-day

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions –are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org. The CFP® Certification Examination is designed ...

View Now: What to Expect from the Computer-Based CFP® Exam - March 2016
https://www.cfp.net/news-events/announcements/2016/02/01/view-now-what-to-expect-from-the-computer-based-cfp-exam---march-2016

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org....

Recorded Webinar: What to Expect from the CFP® Exam Experience - November 2017
https://www.cfp.net/news-events/announcements/2017/08/30/recorded-webinar-what-to-expect-from-the-cfp-exam-experience---november-2017

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org. Presented by CFP Board's Isabelle Gonthier, ...

Recorded Webinar: What to Expect from the CFP® Exam Experience - July 2017
https://www.cfp.net/news-events/announcements/2017/05/01/recorded-webinar-what-to-expect-from-the-cfp-exam-experience---july-2017

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org. Presented by CFP Board's Isabelle Gonthier, ...

Recorded Webinar: What to Expect from the CFP® Exam Experience - March 2017
https://www.cfp.net/news-events/announcements/2017/01/17/recorded-webinar-what-to-expect-from-the-cfp-exam-experience---march-2017

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org. Presented by CFP Board's Isabelle Gonthier, ...

Recorded Webinar: What to Expect from the CFP® Exam Experience - November 2016
https://www.cfp.net/news-events/announcements/2016/09/16/recorded-webinar-what-to-expect-from-the-cfp-exam-experience---november-2016

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org....

Recorded Webinar: What to Expect from the CFP® Exam Experience - July 2016
https://www.cfp.net/news-events/announcements/2016/05/26/recorded-webinar-what-to-expect-from-the-computer-based-cfp-exam---july-2016

... agreement, the tax tables and formulas provided with the exam booklet, and sample exam questions – are available at www.CFP.net/ExamResources. If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org....

CFP Board's Financial Planning Clinic Provides Free Financial Information to the Public
https://www.cfp.net/news-events/latest-news/2007/06/21/cfp-board's-financial-planning-clinic-provides-free-financial-information-to-the-public

... seated at tables for a wide range of designated financial topics, including: College Education Financing Cash Flow and Debt Management Investment Types and Strategies Tax Reduction Strategies Estate Planning Insurance Planning Retirement Planning Consumers can choose a topic they are interested ...

National 529 College Savings Plan Day: Four Strategies to Maximize College Savings
https://www.cfp.net/news-events/latest-news/2019/05/29/national-529-college-savings-plan-day-four-strategies-to-maximize-college-savings

... federal tax and in many cases, state taxes. Some states also provide a tax deduction. A list of 529 plans by state can be found here. One difference between a 529 plan and other investment options is that some states allow for a prepaid tuition option where you can lock in today’s tuition costs. ...

District of Columbia to Host 4th Annual Financial Planning Day
https://www.cfp.net/news-events/latest-news/2013/10/24/district-of-columbia-to-host-4th-annual-financial-planning-day

... their own tables to meet one-on-one with attendees to answer questions on getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures, among many other topics. The advice will be offered on a “no strings attached” basis and planners will ...

District of Columbia to Host Free Financial Planning Day
https://www.cfp.net/news-events/latest-news/2012/10/15/district-of-columbia-to-host-free-financial-planning-day

... their own tables to meet one-on-one with attendees to answer questions on getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures, among many other topics. The advice will be offered on a “no strings attached” basis and planners will ...

Looking for a Job? Switching Jobs? Make a Financial Plan Before You Submit Your Next Resume
https://www.cfp.net/news-events/latest-news/2012/09/05/looking-for-a-job-switching-jobs-make-a-financial-plan-before-you-submit-your-next-resume

... your tax bracket: A new job may put you into a new, higher tax bracket and/or limit some of your deductions. Make sure you understand the implications of how your new income impacts what you owe in federal, state and your local taxes. A CFP® professional or qualified tax adviser can help you with ...

Free Financial Advice for Americans Nationwide During Seventh Annual Financial Planning Days
https://www.cfp.net/news-events/latest-news/2016/09/27/free-financial-advice-for-americans-nationwide-during-seventh-annual-financial-planning-days

... seated at tables and meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning, insurance and many other topics. Free classroom-style workshop presentations covering key ...

Free Financial Advice for Americans Nationwide During Sixth Annual Financial Planning Days
https://www.cfp.net/news-events/latest-news/2015/10/01/free-financial-advice-for-americans-nationwide-during-sixth-annual-financial-planning-days

... seated at tables and meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning, insurance and many other topics. Free classroom-style workshop presentations covering key ...

Fifth Year of Financial Planning Days Brings Free Financial Counsel to Americans Nationwide
https://www.cfp.net/news-events/latest-news/2014/09/24/fifth-year-of-financial-planning-days-brings-free-financial-counsel-to-americans-nationwide

... seated at tables and will meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning, insurance and many other topics. Free classroom-style workshop presentations covering ...

Financial Planning Days Brings Free Financial Planning to Americans in Key U.S. Metro Areas
https://www.cfp.net/news-events/latest-news/2013/09/25/financial-planning-days-brings-free-financial-planning-to-americans-in-key-u.s.-metro-areas

... seated at tables and will meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning and insurance, and many other topics. Free classroom-style workshop presentations covering ...

CFP Board to Host Free Financial Planning Clinic in Chicago
https://www.cfp.net/news-events/latest-news/2010/04/07/cfp-board-to-host-free-financial-planning-clinic-in-chicago

... their own tables to meet one-on-one with consumers to address direct questions on retirement planning, employee benefits, tax issues, investment strategies, estate planning and insurance, among many other topics. The advice will be offered on a “no strings attached” basis with no effort made to prospect ...

Mayor Gray Declares This Saturday Metro Washington Financial Planning Day
https://www.cfp.net/news-events/latest-news/2012/10/24/mayor-gray-declares-this-saturday-metro-washington-financial-planning-day

... up at tables and will meet one-on-one with attendees to offer personalized information on budgeting, debt management, retirement planning, investment strategies, income taxes, insurance and estate planning, among many other topics. The advice will be offered at no cost and on a “no strings attached” ...

Mayor Gray Declares This Saturday, October 15 Metro Washington Financial Planning day
https://www.cfp.net/news-events/latest-news/2011/10/14/mayor-gray-declares-this-saturday-october-15-metro-washington-financial-planning-day

... Income Taxes, Investment Strategies, and More Washington, DC, October 14, 2011 – Metro Washington Financial Planning Day is this Saturday, October 15, and in addition to getting free "no strings attached" financial advice, attendees have the chance of being awarded a scholarship to a 529 college ...

No Strings Attached: Free Financial Planning at DC Financial Planning Day, October 23
https://www.cfp.net/news-events/latest-news/2010/09/29/no-strings-attached-free-financial-planning-at-dc-financial-planning-day-october-23

... their own tables to meet one-on-one with attendees to answer questions on budgeting, getting out of debt, income taxes, dealing with mortgage foreclosures, paying for college, estate planning and insurance, among many other topics. The advice will be offered on a “no strings attached” basis ...

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