Corporate-Owned Life Insurance
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations
Published on May 10, 2010
FAQs for CPA/PFS Credential Holders
Frequently asked questions about the CPA Personal Financial Specialist Credential.
Published on April 17, 2014
2014 Months in Review
A look back at the various milestones, as well as member benefits released during each month of the current year.
Published on July 16, 2014
Post-Mortem Administration Checklist for the CPA Financial Planner
There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
Published on June 04, 2014
CPA/PFS Profile Gina Chironis
Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe.
Published on September 17, 2013
Illustrative Engagement Letter for an Investment Advisory Agreement
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 September 23, 2010
Introduction to Investment Planning
Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. One of the key building blocks for a successful investment advisory practice is a strong custodial relationship.
Published on March 24, 2011
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on May 05, 2014
PFP Tax 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 July 15, 2014
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on July 23, 2014