The American Institute of CPAs has updated the “body of knowledge” document that provides guidance to CPA financial planners on what they should know about taxes and other matters.

The updated Personal Financial Planning (PFP) Body of Knowledge, or BOK, outlines the competencies and information that CPAs who offer financial planning services need to know. One of the main changes in the document is in the tax-planning component, which has been updated from a stand-alone section and now has been integrated throughout all 12 service areas. The integration of tax throughout the document emphasizes the integrated nature of all financial planning services.

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