PFP Executive Committee Releases Exposure Draft on the Proposed Statement on Standards in PFP Services
AICPA members and interested parties are invited to comment on the exposure draft of this proposed standard, which provides guidance to members and a framework for delivering PFP services with the highest levels of integrity, professionalism, objectivity, and competence so that a CPA financial planner can serve the best interests of their clients and the public.
Updated Fiduciary Handbooks Now Available
The Fiduciary Task Force of the PFP Executive Committee in conjunction with fi360 recently updated fiduciary handbooks for investment advisors and investment stewards. PFP Section members, inclusive of CPA/PFS credential holders, receive complimentary access to the electronic version of these guides.
Planning after ATRA and Medicare Surtax
Now that much of the tax uncertainty related to the fiscal cliff is over, you now have an unprecedented opportunity to demonstrate your value to your business, client or organization by providing guidance, planning, and tax expertise.
These CPAs have built their financial planning practices off of their existing tax practices, and take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Although tax season is over, resources are available to meet your clients’ financial planning needs post-tax season. Access several resources created by expert CPA financial planners to identify financial planning opportunities as you analyze your client’s tax returns.
The premier guidebook for professionals who structure, tailor, and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.