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    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on May 19, 2014

    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 July 29, 2014

    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS!   Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital.   To satisfy firms' needs, we have made
    Published on May 13, 2013

    Red Flags Rule

    News Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
    Published on October 01, 2013

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article 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

    Inside Information Newsletter

    Article Current issues of Inside Information
    Published on July 23, 2014

    Inside Information Archives - 2013

    Newsletter 2013 Issues of Inside Information
    Published on July 23, 2014

    Do the New Personal Financial Planning Standards Apply to You

    Webcast Members practicing in PFP should understand whether the Statement on Standards in PFP services applies to them and how they can use the statement to protect their clients and their practice.
    Published on December 18, 2013

    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 July 30, 2014

    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 July 23, 2014

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