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    The CPAs Guide to Social Security Planning (Excerpt)

    Overview Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members
    Published on July 11, 2014

    Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services

    Objectives or Roster Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services.
    Published on June 12, 2013

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    Best Planning Ideas 2014 Retirement

    Article Get the highlights of a special panel discussion featuring  Lyle K. Benson Jr., Stephen R. Akers, Robert S. Keebler, and Michael Kitces.
    Published on June 20, 2014

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