FAQs for Prospective CPA/PFS Credential Holders
Frequently asked questions for CPA/PFS applicants.
Published on October 29, 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 December 15, 2014
Red Flags Rule
Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
Published on October 27, 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 August 14, 2014
Inside Information Archives - 2013
2013 Issues of Inside Information
Published on July 23, 2014
Inside Information Newsletter
Current issues of Inside Information
Published on December 08, 2014
Bob Veres E-Columns
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 November 17, 2014
Do the New Personal Financial Planning Standards Apply to You
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
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 December 19, 2014
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on September 16, 2014