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    AICPA Accounting Competition

    Presentation Use this presentation at your local university to give students an overview of the annual AICPA Accounting Competition and this year’s topic of personal financial planning
    Published on August 27, 2013

    Portfolio Management and Accounting Software

    Article Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
    Published on January 29, 2010

    Portfolio Management and Accounting Software

    Article Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
    Published on April 19, 2011

    The CPAs Role in Elder Planning Services

    Article Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning
    Published on May 16, 2011

    Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

    Sample Letter Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students
    Published on August 05, 2013

    Message Points For Initiating Contact

    Sample Letter Use these message points when communicating with professors, student officers of accounting organizations, and students
    Published on August 06, 2013

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    7216 Regulations Practical Responses to CPA Questions on Safeguarding Tax Return Information

    Webcast This web seminar assists CPAs in their understanding of when they will need to obtain written consents from their clients in providing tax preparation, tax planning, accounting, and other traditional firm services related to IRC section 7216
    Published on October 10, 2012

    7216 Regulations

    Presentation This presentation assists CPAs in their understanding of when they will need to obtain written consents from their clients in providing tax preparation, tax planning, accounting, and other traditional firm services related to IRC section 7216
    Published on October 10, 2012

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on April 23, 2014

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