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The Planner

The Planner 

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.

Download the March/April issue of Planner

What's Inside:

  • 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: Karen Goodfriend
  • Karen Goodfriend Presented With 2011 PFP Distinguished Service Award
  • PFP News and Calendar of Events

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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. Download the March/April issue of Planner What's Inside: New Cost
Published on March 23, 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 Distinguised Service Award winner.
Published on March 23, 2012

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 January 26, 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

The Planner - January/February 2011

Newsletter :  Award-winning, bi-monthly newsletter focusing entirely on financial planning issues.
Published on March 08, 2011

PFP Planner - November/December 2010

Newsletter :  Award-winning, bi-monthly newsletter of the AICPA Personal Financial Planning Community focusing entirely on financial planning issues. Vol. 25, No. 7
Published on November 09, 2010

PFP Planner - May/June 2010

Newsletter :  Award winning newsletter of the AICPA Personal Financial Planning Community. Vol. 25, No. 3
Published on November 09, 2010

The Planner - September/October 2010

Newsletter :  Award-winning, bi-monthly newsletter focusing entirely on financial planning issues.
Published on September 21, 2010

The Planner - July/August 2010

Newsletter :  Award-winning, bi-monthly newsletter focusing entirely on financial planning issues.
Published on July 14, 2010

The Planner Archive

Newsletter :  2009 November/December September/October July/August May/June March/April January/Februrary
Published on July 06, 2010

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 April 30, 2010

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