Free Webcast from AICPA Shows How to Use Tax Returns as Financial Roadmaps

NEW YORK–(BUSINESS WIRE)–Although tax filing day has come and gone, your tax return should not be
stored away and forgotten. In the context of today’s dynamic tax
environment, a tax return often offers the most complete picture of an
individual’s finances and therefore can be used to create a well-rounded
comprehensive financial plan.

To help individuals use their tax return as a financial roadmap, 360
Degrees of Literacy
and the AICPA’s Personal Financial Planning
Section are offering a free consumer webcast on April 28 from 1:00 to
2:00 P.M. EDT. Among the topics financial planner Christine Romsdahl,
CPA/PFS will discuss are planning steps to take in the current tax
environment, how to ensure your retirement plan delivers, how to
evaluate your investment strategy, and how to protect your assets.

Topics to be discussed are:

  • Forms 1095 A, B, and C, part of the Affordable Health Care Act—do you
    need to comply with the new shared responsibility payment, what fee
    you might have to pay if you don’t have health insurance, and do you
    get an additional premium tax credit or have to pay some back if you
    bought insurance through the health care marketplace?;
  • Late and amended Form 1099 on brokerage accounts—should you file for
    an extension or an amended return and do you need to file an amended
    return for a small adjustment?;
  • Required minimum distributions—what is your marginal tax rate on the
    RMD’s from your qualified accounts?; and
  • Taxes on Social Security benefits—why am I paying taxes on my Social
    Security benefits?

WHAT: 2016 Taxes: Start Your Money Plan Here. A CPA Financial
Planner will discuss how individuals can use their tax return as a
financial planning tool.

WHO: Christine Romsdahl, CPA/PFS

WHEN: Thursday, April 28, 2016, 1:00 – 2:00 P.M. ET

HOW: Reporters and the general public can register by clicking on
the following link.
Taxes: Start Your Money Plan Here

Note to editors: to speak with Christine Romsdahl, CPA/PFS after
the webcast, contact Marc Eiger at 212-596-6042,
or James Schiavone at 212-596-6119,

About the AICPA

The American Institute of CPAs (AICPA) is the world’s largest member
association representing the accounting profession, with more than
412,000 members in 144 countries, 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 the profession and U.S. auditing
standards for private companies, nonprofit organizations, federal, state
and local governments. It develops and grades the Uniform CPA
Examination, and offers specialty credentials for CPAs who concentrate
on personal financial planning; forensic accounting; business valuation;
and information management and technology assurance. Through a joint
venture with the Chartered Institute of Management Accountants (CIMA),
it has established the Chartered Global Management Accountant (CGMA)
designation which sets a new standard for global recognition of
management accounting.

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


American Institute of CPAs
Marc Eiger, 212-596-6042
Schiavone, 212-596-6119