Working with Client Firms/ Educate Staff

Guide:  Guidance on steps taken when working with client firms and educating staff on financial literacy. Includes scheduling meetings on topics, disaster recovery & preparedness, and a primer PowerPoint presentation
Published on February 06, 2010

Individual Practitioners

Overview:  Resources for individual practitioners to begin involvement in financial literacy. Includes life cycle resources, getting started, working with client firms, general financial literacy, personal financial planning, & volunteer information
Published on May 03, 2010

Save Wisely, Save Happily Real Stories about Money and How to Thrive from Trusted Advisors

Article:  ...about Money and How to Thrive from Trusted Advisors. Edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by 125 CPAs gives your clients the information and tools they
Published on January 04, 2013

Community Outreach

Guide:  Guidance on financial literacy community outreach, including a link to the CPA Mobilization Kit User Guide, steps involved in organizing a financial literacy day, reaching out to schools, churches and much more.
Published on January 28, 2011

New 360 Tax Consumer WebsiteYour Input Needed!

Article:  The AICPA is constructing a site for individuals to find tax resources, tips and FAQs as well as questions to ask when selecting a tax preparer to ensure they are qualified – www.360taxes.org.
Published on February 17, 2011

Feed the Pig

Toolkit:  The AICPA, in partnership with the Ad Council, is pleased to announce the launch of the next phase of its award-winning Feed the Pig campaign with the release of new public service advertisements.
Published on January 05, 2012