PFP Planner - May/June 2013
Newsletter:
The May/June 2013issue Planner addresses the CPA’s role in estate planning after ATRA, what you need to know about reverse mortgages, an overview of the Affordable Care Act, and more.
Published on June 04, 2013
PFP Planner - January/February 2013
Newsletter:
Articles on "Planning Implications of the American Taxpayer Relief Act of 2012” by Robert Keebler; “Investment Outlook 2013: Don’t Put Bonds in the Hall of Fame” by Michael Goodman and Steven Malin and many more
Published on May 08, 2013
PFP Planner January/February 2012
Newsletter:
Articles on collaborative divorce, domestic asset protection trusts, profile of Jim Shambo, 2011 Planner article library, and PFP news and events
Published on May 08, 2013
Best Planning Ideas for 2013
Article:
This article features perspectives from experts, Lyle Benson, Bob Keebler, Michael Kitces, and Daniel Rubin, on planning in this new environment.
Published on April 10, 2013
PFP Planner March/April 2013
Newsletter:
The March/April 2013 issue Planner highlights popular sessions from the 2013 PFP Conference, a CPA/PFS profile and news and events.
Published on April 02, 2013
The Planner
Newsletter:
The Planner is an award-winning, bi-monthly, quick-read newsletter focusing entirely on personal financial planning news brought to you by the AICPA's PFP Community.
Published on January 15, 2013
PFP Planner - November/December 2012
Newsletter:
Articles on gift planning for clients who did not act earlier, being a trusted advisor to families, the 3.8% Medicare surtax and pass through entities, profile of Lyle Benson, CPA/PFS, the Advanced PFP Conference, and more.
Published on December 04, 2012
PFP Planner - September/October 2012
Newsletter:
Articles on responding to an aging population, the 3.8 percent Medicare surtax, eliminating chaos in your practice, using a tablet for productivity, the Advanced PFP conference, and more.
Published on September 26, 2012
PFP Planner - March/April 2012
Newsletter:
Articles on New Cost Basis Rules for Mutual Funds; What You Need to Know About Your Client’s Homeowners Policy; Discover the Best Practice Management Ideas; CPA/PFS Profile and 2011 PFP Distinguished Service Award winner.
Published on September 24, 2012
PFP Planner - July/August 2012
Newsletter:
Long-Term Care Insurance: Is There a Need?; The Whole Truth About Variable Annuity Guarantees; Pay Taxes Now to Buy Savings Later; Planning for Medicare Benefits Prior to Retirement
Published on July 25, 2012
PFP Planner November/December 2011
Newsletter:
Award-winning, bi-monthly newsletter of the AICPA Personal Financial Planning Community focusing entirely on financial planning issues.
Published on November 29, 2011
PFP Planner September/October 2011
Newsletter:
Award-winning, bi-monthly newsletter of the AICPA Personal Financial Planning Community focusing entirely on financial planning issues.
Published on October 11, 2011
PFP Planner July/August 2011
Newsletter:
Award-winning, bi-monthly newsletter of the AICPA Personal Financial Planning Community focusing entirely on financial planning issues.
Published on July 12, 2011
PFP Planner May/June 2011
Newsletter:
Award-winning, bi-monthly newsletter of the AICPA Personal Financial Planning Community focusing entirely on financial planning issues.
Published on May 16, 2011
The Planner March/April 2011
Newsletter:
Award-winning, bi-monthly newsletter focusing entirely on financial planning issues. Vol. 26, Number 2.
Published on March 14, 2011