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