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    The Tax Adviser March 2009 

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    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on July 05, 2015

    PFP Learning Library

    Webcast The PFP learning library provides seminar recordings and presentation materials and is a member benefit.
    Published on July 05, 2015

    Top Tips Video Podcasts Series

    Podcasts You will find special video podcast on the top financial planning strategies to consider for your clients.
    Published on July 05, 2015

    Succession Planning Resource Center

    Overview The Succession Planning Resource Center offers small to medium-sized firms the resources they need to make their firms succession-ready. The material has been developed from a big-picture, holistic perspective to help practitioners effectively address their succession management needs.
    Published on July 05, 2015

    PCPS Community

    Overview We encourage PCPS members to utilize and participate in PCPS’ strong communities. PCPS members can contact the PCPS team with questions or comments, and should experience the benefits of joining a PCPS networking group and the PCPS group online via LinkedIn.
    Published on July 05, 2015

    Trusted Client Adviser Toolbox

    Overview It is an exciting time in the profession and CPAs who look beyond traditional services and build on their Trusted Client Advisor role (consulting and advisory services) will grow their practice and enhance their value to clients!
    Published on July 05, 2015

    Strategy and Planning

    Overview Strategic planning is the foundation for growth and sustainability.  Understand top issues facing practicing CPAs across the country and join a community where you can easily network with peers and share creative strategies and solutions for practice management success.  Achieve your short-term and long-term goals with succession planning resources, guidance
    Published on July 05, 2015

    Practice Growth & Client Service

    Overview Explore new service opportunities, strengthen client relationships, communicate your value and show how your practice is unique with resources here focused on practice development and marketing opportunities.  Plan to make money by incorporating these strategies into your current service model and enhance your status as your client’s most trusted business
    Published on July 05, 2015

    Accelerate Practice Development and Fuel Sales

    Overview Converting prospects to new clients is easier than you think with these resources to help you with pricing, profitability, marketing, and sales roles.
    Published on July 05, 2015

    Conferences and Events

    Overview PCPS is involved with the planning and support of several AICPA events, which are geared to small and medium size firms. For example, every year AICPA hosts a dynamic conference for small and medium firm practitioners, Practitioners Symposium.
    Published on July 05, 2015

    Wisconsin State Resources and Contact Information

    Link Wisconsin state resources in the areas of accountancy, government, study, and taxes.
    Published on July 04, 2015

    South Carolina State Resources and Contact Information

    Link South Carolina state resources in the areas of accountancy, government, study, and taxes.
    Published on July 04, 2015

    West Virginia State Resources and Contact Information

    Link West Virginia state resources in the areas of accountancy, government, study, and taxes.
    Published on July 04, 2015

    Zajac, David M. Morgan Hill, CA

    Disciplinary Actions As a result of a decision by a hearing panel of the Joint Trial Board, Mr. Zajac’s AICPA membership was terminated effective June 7, 2015.
    Published on July 03, 2015

    Tsaketas, Spiros Manhasset, NY

    Disciplinary Actions As a result of a decision by a hearing panel of the Joint Trial Board, Mr. Tsaketas was admonished effective June 19, 2015.
    Published on July 03, 2015

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