Inside Information - AICPA Special Report
Newsletter:
February 18, 2013 - Inside Information - AICPA Special Report - Learn how to make sense of the new tax environment. Get insights from the most important sessions of the AICPA Personal Financial Planning (PFP) conference in Las Vegas last month.
Published on June 14, 2013
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on June 14, 2013
Media Reviews - June 8-15, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on June 11, 2013
Media Reviews - June 1-7, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on June 11, 2013
Financial Services Reform
News:
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on June 07, 2013
Fiduciary Letter to MJ White
Comment Letter:
AICPA and other like-minded organizations urge SEC Chair to establish a standard that is at least as strong as the existing standard for investment advisers.
Published on June 05, 2013
Legislative and Regulatory News
Overview:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on June 05, 2013
E-Column - June 2013
Article:
In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on June 05, 2013
Red Flags Rule
News:
Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
Published on June 04, 2013
PFP News and Publications
Article:
The PFP News and Publications page provides access to upcoming events, regulatory updates, Forefield Advisor alerts and other valuable information related to the PFP Community.
Published on June 04, 2013
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
Inside Information - June 2013
Article:
June 2013 issue of Inside Information
Published on June 04, 2013
Media Reviews - May 24-31, 2013
Article:
Bob Veres’ latest Media Reviews of Financial Advisor Magazine covers the business path of advisory firms and more.
Published on May 23, 2013
Media Reviews - May 15-23, 2013
Article:
Bob Veres’ latest Media Reviews of Journal of Financial Planning covers hedging longevity risk in retirement and more.
Published on May 22, 2013
Media Reviews - May 8-4, 2013
Article:
Bob Veres’ latest Media Reviews of Investment Advisor magazine covers setting the tone In your work environment and more.
Published on May 22, 2013