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

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 Division.
Published on April 02, 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