AICPA Presents Free Webcast: Taxes: The Start of Your Financial Plan

  • Don’t file and forget your tax return – use it to develop a financial plan

  • CPA financial planner will walk participants through step-by-step process

  • Free to attend and participate

The American Institute of CPAs (AICPA) wants to empower Americans to use the information in their tax return to develop a plan that will put them on the path to reach their financial goals. The AICPA’s Personal Financial Planning Section and 360 Degrees of Financial Literacy are offering a free consumer webcast on Thursday, April 25 from Noon to 1:00 PM ET where CPA financial planner Paula McMillan will teach Americans how they can use their own tax return to develop a well-rounded comprehensive financial plan.

Now that the 2018 tax-year filing deadline has passed, many Americans may be eager to put away their financial records. However, now is the perfect time to plan for the future while all the documents are readily available. In fact, according to a Harris Poll conducted on behalf of the AICPA, nearly eight in 10 affluent Americans said they would use the information on their tax return to guide their financial plans. This underscores the bridge between taxes and financial planning. And since tax impacts all areas of planning– retirement, risk management and investments, a tax return doubles as a roadmap to a more prosperous financial future. In it, Americans can find details of their cash flows, important investment information, insights to retirement planning and identify overlooked strategies to help them achieve their financial goals.

In this plain-English financial literacy webcast, listeners will learn:

  • How to use a tax return to provide a holistic view of your finances

  • How to design the lifestyle you want through tracking and monitoring spending/expenses

  • Important planning considerations for your estate, retirement, investments, insurance and taxes

  • And more …

WHAT: Taxes: The Start of Your Financial Plan

WHO: Paula McMillan, CPA/PFS, CGMA Senior Financial Advisor at Stearns Financial Group

WHEN: Thursday, April 25, 2019, Noon – 1:00 PM ET

HOW: Reporters and the public can register online here.

Connect with 360 Degrees of Financial Literacy on FacebookTwitter and Instagram for tips, insights and motivation to keep your finances on track.

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 and other professionals 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.

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 431,000 members in 137 countries and territories, 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 its members 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 Ewing, NJ.

Media representatives are invited to visit the AICPA Press Center at

About the Association of International Certified Professional Accountants

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining 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 667,000 members and students across 184 counties and territories 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 professionals globally.

About The Doty Group

The Doty Group offers Tax Preparation and Planning, Estate Tax and Planning, Litigation and Valuation, and Accounting Services for businesses and their owners. We are an AICPA and WSCPA-member firm located in Downtown Tacoma, Washington.

If you have questions about your own financial plan, we can help!