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    The Tax Adviser

    Publication The Tax Adviser is a valuable monthly resource for the latest tax-planning techniques and tax-saving methods. Its enhanced content and clean format make it a premier source of cutting-edge tax strategies for even the most knowledgeable tax practitioner and corporate executive.
    Published on March 27, 2015

    PCPS-Firm Practice Management White Papers

    Article The Private Companies Practice Section (PCPS) Firm Practice center provides information and resources for firms of all sizes in the area of practice management.
    Published on March 27, 2015

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on March 27, 2015

    Legislative and Regulatory News

    Overview The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on March 27, 2015

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on March 27, 2015

    ADV Part 2B Brochure Supplement

    Tools To assist you in completing Part 2B of Form ADV, the AICPA has written descriptions of both the CPA and PFS designations.
    Published on March 27, 2015

    AICPA Comment Letter - Fiduciary Best Practices

    Comment Letter AICPA comment letter on Fiduciary Best Practices.
    Published on March 27, 2015

    Trust Services Principles and Criteria

    Guidance Trust Services Principles and Criteria provides guidance for assurance services and advisory services on related technological and digitally enabled systems.
    Published on March 27, 2015

    Trust Services

    Overview Trust Services are defined as a set of professional assurance and advisory services based on a common framework to address the risks and opportunities of IT.
    Published on March 27, 2015

    IMTA Member Webcasts

    Webcast This page highlights IMTA Division member-only webcasts.
    Published on March 27, 2015

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