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    February 2008 Tax Adviser 

     

     

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    Tax Provisions Affected by Health Care Reform 2014

    Article Tax provisions affected by healthcare reform legislation, effective in 2014.
    Published on August 28, 2014

    Tax Provisions Affected by Health Care Reform 2015

    Article Tax provisions affected by healthcare reform legislation, effective in 2014.
    Published on August 28, 2014

    Health Care Reform Resources Center

    Overview Information about health care reform and resources to assist you in navigating the complexities of the provisions so you can make informed decisions for your clients and organizations.
    Published on August 28, 2014

    QCM Reviews

    Overview Learn about the Quality Control Material (QCM) review process including information and links to guidance,  forms, schedules and practice aids.
    Published on August 28, 2014

    For Peer Reviewers

    Article Helpful information for those interested in peer review, new peer reviewers or experienced peer reviewers. QCM and CPE Materials provides information, forms and practice aids for you, whether you are a peer reviewer or a developer of QCM or CPE materials.
    Published on August 28, 2014

    2014 8950 Instructions for Use of Matter for Further Consideration Forms for Quality Control Materials Reviews

    Checklist Download a pdf file of the Instructions for Use of Matter for Further Consideration Forms for Quality Control Materials Reviews.
    Published on August 28, 2014

    Next Version of the CPA Exam

    Article
    Published on August 28, 2014

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on August 28, 2014

    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media.
    Published on August 28, 2014

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on August 28, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on August 28, 2014

    Retirement Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely retirement planning issues as well as interact with their fellow peers.
    Published on August 28, 2014

    Red Flags Rule

    News Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
    Published on August 28, 2014

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
    Published on August 28, 2014

    Join CPEA

    Overview The join CPEA page describes the benefits and services of the CPEA and the levels of membership. Presents the reasons why joining the CPEA is a smart choice. Provides the cost of the membership levels.
    Published on August 28, 2014

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