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    Inside Information - A Message from Bob Veres

    Newsletter ...of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients. Includes newsletter, media reviews, and
    Published on March 23, 2012

    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing.
    Published on April 08, 2015

    Bob Veres Media Reviews

    Newsletter Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you
    Published on April 10, 2015

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on February 09, 2015

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
    Published on August 21, 2014

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on October 06, 2014

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on April 13, 2015

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