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    Expert Panel - Stockbrokerage and Investment Banking

    Article The Stockbrokerage and Investment Banking Expert Panel serves to protect the public interest and serves the needs of AICPA members on financial reporting and audit services for stockbrokerage and investment banking institutions by bringing together knowledgeable parties in this specialized area. This page contains additional information about the panel.
    Published on May 04, 2015

    Personal Financial Planning CPE & Events

    Webcast Our webcasts, conferences and audio streams give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.
    Published on May 04, 2015

    Audit, Attest, and Quality Control ASB Comment Letters

    Comment Letter ASB comment letter to other organizations.
    Published on May 04, 2015

    Brokers and Dealers in Securities Revenue Recognition Task Force

    Article The Brokers and Dealers in Securities Revenue Recognition Task Force has been created to address issues which may arise due to FASB's new revenue recognition standard. Here you will find the issues identified and further discussion.
    Published on May 04, 2015

    Not-for-Profit Engagement Letter Template

    Engagement Letter Sample Not-for-Profit Engagement Letter
    Published on May 03, 2015

    Not-for-Profit Whistle Blower Policy

    Sample Policy Sample Not-for-Profit Whistle Blower Policy
    Published on May 03, 2015

    Not-for-Profit Operating Reserve Policy

    Sample Policy Sample Not-for-Profit Operation Reserve Policy
    Published on May 03, 2015

    Determining Whether An NFP Needs a Financial Statement Audit

    Article This article is designed to help NFPs determine if they meet the federal requirement for an audit or if there are additional reasons for an organization to get an audit.
    Published on May 03, 2015

    Not-for-Profit Document Retention Policy

    Sample Policy Sample Not-for-Profit Document Retention Policy
    Published on May 03, 2015

    Not-for-Profit Conflict of Interest Policy

    Sample Policy Sample Not-for-Profit Conflict of Interest Policy
    Published on May 03, 2015

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