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    SSPFPS Checklist Pre-Engagement

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    SSPFPS Checklist Documentation

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    Post-Engagement Checklist

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on February 21, 2014

    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax.
    Published on August 08, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on November 10, 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 September 16, 2014

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

    The Planner Newsletter

    Newsletter January/February 2014 issue of the Planner
    Published on July 23, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on September 02, 2014

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