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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 April 19, 2011

    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

    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 July 14, 2014

    Message Points For Initiating Contact

    Sample Letter Use these message points when communicating with professors, student officers of accounting organizations, and students
    Published on July 14, 2014

    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 July 15, 2014

    CPA/PFS Profile Amy Sonstein

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

    The CPAs Guide to Technology in a PFP Practice, Part I

    Guide Part 1 of the CPA’s Guide to Technology covers the technological components of a successful PFP practice, CRM applications, portfolio management and accounting software, and financial planning software
    Published on June 20, 2014

    Business Structure Plays a Key Role for CPA Planners in Business Continuity

    Article CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
    Published on September 20, 2010

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