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    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on November 18, 2014

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 16, 2014

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

    2012 Gift Tax Return Tips and Traps

    Article This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns.
    Published on July 11, 2014

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