By Document Type
AICPA Comments on Definition of Family Office in Proposed SEC Rule for Purposes of Exemption under Investment Advisers A...
The AICPA has submitted comments about the U.S. Securities and Exchange Commission’s proposed rule defining “family offices” as required by the Dodd-Frank Wall Street Reform and Consumer Protection Act for purposes of exemption under the Investment Advisers Act of 1940
Published on November 23, 2010
The Art of the Equitable Split Learn How to be an Effective Financial Expert in Family Law Cases
The AICPA Family Law Conference offers insight into ways CPAs can build expertise as advisors in family law cases
Published on February 19, 2013
CPAs to Map Out Personal Finance Strategies for a Turbulent Economy
The AICPA Advanced Personal Finance Planning Conference offers 45 sessions on retirement planning, wealth management and other investment and tax planning strategies
Published on December 21, 2012
AICPA Author Everyone Needs an Estate Plan
Estate planning is not for the wealthy. It’s for everybody.
Published on March 28, 2011
AICPA Virtual Conference on Tax Strategies for the High-Income Individual
Monday and Tuesday, May 20 and 21 - Led by prominent tax experts, this virtual conference will update you and discuss the latest tax issues that impact your high-income clients.
Advanced Estate Planning: Practical Strategies for Your Clients
This course will show you how to employ planning devices to help your clients meet their family planning and charitable contribution goals.
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.