Alliance of Comprehensive Planners Announces Third Annual Tax-Focused Case Study Competition

Alliance of Comprehensive Planners Announces Third Annual Tax-Focused Case Study Competition


Winner will receive free registration to ACP's 2019 Annual Conference,

plus airfare and accommodations in San Diego



July 16, 2019 [WILMINGTON, NC] – The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, announced its third annual Tax-Focused Case Study Competition. This competition is designed exclusively for undergraduate degree programs registered with the CFP Board of Standards. In this challenge, each competing student will review the hypothetical scenario provided including relevant background information, financial data, and a hand-written tax organizer and then execute the tasks stated at the end of the case study packet. It is important to note that any IRS materials used should be from the 2018 tax year.  


“We are excited to release the third annual Tax-Focused Case Study Competition to undergraduate students. The competition provides students with an opportunity to apply what they have learned in the classroom and have some fun along the way,” said Steven Clark, CFP®, EA, chair of the ACP Student Membership Committee heading up this year’s student competition. “The financial planning profession as a whole also benefits from student participation in case study competitions. By engaging students and encouraging them, we strive to keep them excited about the profession and to help improve their skills. Future hiring firms and the public will benefit from better-prepared college graduates who are excited about the work they are doing.”


“The winner gets a trip to the ACP 2019 Annual Conference in San Diego where they can learn more about real-world financial planning from members of ACP and other experts in the industry,” added Clark.



​One student per submission, but no limit on the number of students competing from any particular CFP Board-registered program. All participating students must be enrolled in an undergraduate degree program registered with CFP Board as of the first day of their program’s Fall 2019 semester. Students considered graduate students at their school may not participate. Students are prohibited from seeking advice from professionals or from persons not participating in the competition. The use of industry-specific professional software is prohibited. This includes but is not limited to tax-preparation software and financial planning software.

Competition materials can be found at:


Completed case studies, which are due by September 8 at 11:59 p.m ET, should be sent to




Submissions will be reviewed by a committee of tenured ACP members beginning September 9, 2019 and concluding on September 29, 2019. The winner will be announced September 30, 2019.


The winner of this competition will receive:


  1. One free registration to attend the ACP 2019 Annual Conference in San Diego, California, November 12-15, 2019
  2. Roundtrip coach airfare up to $500
  3. Three nights hotel accommodations (November 12-15) for one at the 2019 Annual Conference hotel




This year’s annual ACP conference will be held Nov. 12-15, 2019 at the Hyatt Regency Mission Bay Spa and Marina in San Diego. Keynote speakers include Mitch Anthony, best-selling book author and President, Advisor Insights Inc.; Cheryl Holland, CFP®, President and Founder, Abacus Planning Group; and Dr. Valerie Young, an internationally-known expert on impostor syndrome and an award-winning book author. In the mainstage panel presentation, How to Work with the Media and Earn a Gold Star Every Time: Confessions and Advice from Four Top Journalists and a PR Pro, conference attendees will hear practical advice from the following individuals: Gail MarksJarvis, Lynn O’Shaughnessy, Bob Veres, Liz Weston and Marie Swift. More information on these sessions is available here:


Early bird registration rates (which expire October 11, 2019) are in effect now. Participation is open to all interested financial professionals; one does not need to be an ACP member to attend. The agenda is available here:


To register for the 2019 ACP Annual Conference in San Diego, click here:




The Alliance of Comprehensive Planners (ACP), is a community of tax-focused financial advisors who provide comprehensive tax and financial planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. To learn more about this fiduciary network or to find a certified ACP member, visit


The ACP business model, proven methodologies and professional community provide an attractive structure for CPAs, CFPs and other financial professionals who want to serve their clients in a truly holistic, conflict-free manner. In 2018, the ACP announced new categories for joining this fiduciary network of tax-focused, retainer-based financial advisors. A helpful grid that shows costs and benefits for each ACP membership level is shown here:



Press contacts:


Leesy Palmer or Marie Swif

Impact Communications, Inc.