By Document Type
Upcoming Personal Financial Planning Conferences
View the schedule of upcoming PFP conferences
Published on February 25, 2015
Young and Emerging Financial Planners Frequently Asked Questions
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
Current PFP News
Update Your CPA and/or PFS Descriptions on Part 2 of Your Form ADV | Forefield Alerts: There's Still Time to Contribute to an IRA for 2014 and Economic Rebound - Key Indicators Signal Progress
Published on April 01, 2015
Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges
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
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