Elder Planning Glossary
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
Published on January 15, 2013
An Interview with Debra Wright
Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm that this would be an attractive practice area given the demographics of their market.
Published on October 13, 2010
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 22, 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
Business Structure Plays a Key Role for CPA Planners in Business Continuity
CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010
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