PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012
Published on November 05, 2013
Net Investment Income Tax Resources
Additional resources on Net Investment Income Tax.
Published on December 04, 2013
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on April 03, 2014
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on September 23, 2013
Moving from Tax Preparer to Financial Planner
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on April 01, 2014
2013 Year in Review
A look back at the various milestones, as well as member benefits released or revised in 2013.
Published on February 03, 2014
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on April 14, 2014
PFP Tax News
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 April 07, 2014