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    7216 Guide and Sample Consent Forms

    Guide Section 7216 Consent Forms Practice Guide for use by tax practitioners
    Published on April 03, 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

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client
    Published on October 28, 2004

    Portability A Planning Game-Changer, But Not as Simple as It Appears

    Webcast In this webcast, Steve Siegel leads practitioners through an in-depth discussion on portability.
    Published on September 27, 2013

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 29, 2015

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on April 22, 2015

    The Most Common Estate Planning Mistakes and How to Avoid Them

    Webcast Archive Whether their plans include trusts or beneficiary driven accounts, there are many details that need to be addressed to make sure the estate plan is properly implemented.
    Published on April 30, 2015

    Roth IRA Conversions - The Critical Issues Advice from Americas Leading Experts

    Webcast This web seminar covers a number of Roth conversion topics, including who should convert, recharacterizations, asset protection concerns, and others.
    Published on March 17, 2010

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on August 28, 2014

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