PFP Division 2012 Year in Review
...With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest...
Published on June 04, 2013
The Top 15 Estate Planning Ideas that CPA Financial Planners Should Consider Now
In this web seminar, get up-to-date with Bob Keebler on the top 15 estate planning ideas to consider in 2011 and 2012
Published on June 03, 2011
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on November 30, 2012
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
Planning After ATRA and The Medicare Surtax Toolkit
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2013.
Published on June 19, 2013
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 April 25, 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 May 17, 2013
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