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    AICPA Corporate Tax Insider - 2011 

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    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on June 29, 2015

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on June 29, 2015

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on June 29, 2015

    Be in Demand Building a Career as a CPA Personal Financial Planner

    Webcast Archive Learn if a career as a CPA financial planner is right for you.
    Published on June 29, 2015

    The CPAs Guide to Financial and Estate Planning

    Guide The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
    Published on June 29, 2015

    The CPAs Guide to Financial and Estate Planning - Vol 1 - 2015

    Guide 2015 Update: Volume 1 of 4 of this publication covers the art of financial planning, estate and client analysis, the co-ownership of property, lifetime gifts to individuals, charitable giving, and the use of trusts.
    Published on June 29, 2015

    Excerpt - The CPAs Guide to Financial and Estate Planning - Vol 1 - 2015

    Overview This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities.
    Published on June 29, 2015

    Engagement Profiles

    Checklist If you would like to email the Peer Review Engagement Profile to the firm, we have created files containing only the profiles. In these files, the section number is included in the header of all pages and the checklist title is included in the
    Published on June 29, 2015

    Current Team Captain Checklists

    Checklist Current Team Captain Checklists CLICK HERE for an important update on the Conversion of the Manual to the Online Professional Library. In performing peer reviews, review teams must complete all relevant programs and checklists issued
    Published on June 29, 2015

    Peer Review CPE and Events

    Overview On the CPE and Events page, you'll find information on the annual Peer Review Conference, Peer Reviewer Training courses and Peer Review Webcasts.
    Published on June 29, 2015

    Current Team and Review Captain Checklists

    Checklist Team or Review Captain Checklists contain all of the instructions, checklists and materials you need to perform a peer review.
    Published on June 29, 2015

    Review Captain Checklists

    Checklist CLICK HERE for an important update on the Conversion of the Manual to the Online Professional Library In performing peer reviews, review teams must complete all relevant programs and checklists issued by the AICPA Peer Review Board in a profe
    Published on June 29, 2015

    Peer Review Manual

    Overview The Peer Review Manual is developed by the AICPA Peer Review Board and provides you with up-to-date standards, policies, procedures, checklists and programs to use when arranging, administering or carrying out a peer review. To keep it current, you will receive new or revised checklists and other materials due to
    Published on June 29, 2015

    Peer Review Team and Review Captain Checklists

    Overview You'll find that the Team or Review Captain Checklists contain all of the instructions, checklists and materials you need to perform a peer review.  The Checklists are typically updated once a year.
    Published on June 29, 2015

    AICPA Peer Review Program Manual

    Checklist Download pdf files of some of the sections contained in the AICPA Peer Review Program Manual. Other sections are contained in the Team and Review Captain Checklists area.
    Published on June 29, 2015

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