Engagement Planning Tools and Checklists
Access the necessary engagement planning tools and checklists required to enable you to perform your engagements by presenting your work in the most understandable format as well as with the highest level of professionalism
Published on July 06, 2010
Portfolio Rebalancing What CPA Financial Planners Need to Know About Tax Traps and Opportunities
This seminar gives you practical tips and simple techniques for managing your clients' portfolios.
Published on September 01, 2011
Net Investment Income Tax Resources
Additional resources on Net Investment Income Tax.
Published on December 04, 2013
PFP Section Benefits for Prospective Members - Overview
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on November 06, 2013
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
Fox Financial Planning Network Program Details
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
Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on September 27, 2013
PFP Division 2011 Year in Review
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
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 September 20, 2013
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on November 05, 2013