Financial · VennBoard for PFSs
CPAs who plan. Now with the divorce in scope.
The PFS designation is the AICPA’s CPA-only personal-financial-planning credential. VennBoard gives PFS-holders a workspace that combines tax-strategy depth with divorce-planning workflow, so the same professional can model the settlement and execute the plan.
PFS on a matter
Personal Financial Specialist (PFS)
- Evaluate filing-status alternatives for the year of the divorce
- Model post-decree tax effects on support payments and asset transfers
- Build the comprehensive plan with the CPA’s tax lens already applied
- File post-divorce returns with the matter context preserved
- Audit log: every action timestamped & exportable
Jobs to be done
What a PFS actually does — on VennBoard.
- Evaluate filing-status alternatives for the year of the divorce.
- Model post-decree tax effects on support payments and asset transfers.
- Build the comprehensive plan with the CPA’s tax lens already applied.
- File post-divorce returns with the matter context preserved.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a PFS.
Tax-First Planning
CPA-grade tax strategy built in.
Settlement Tax Memos
Per-clause tax effect.
Plan + Returns Linkage
Plan and returns share a workspace.
Cross-Pro Coordination
Attorney, Divorce Financial Coach, planner.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.