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    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax
    Published on December 04, 2013

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on April 03, 2014

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012
    Published on November 05, 2013

    PFP Division 2011 Year in Review

    Article 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

    Webcast 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

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on February 03, 2014

    PFP Tax News

    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

    What You Need to Know About the New PFP Standards

    Article 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 16, 2014

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