Introduction to Insurance and Risk Management
Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage the risk. Reviews help clients understand that life changes affect risk management and insurance coverage.
Published on January 03, 2011
Compensation and Disclosure Whitepaper
Establishing compensation arrangements is one of the most troublesome issues facing CPAs providing PFP services. It is up to the CPA to individually evaluate the many issues involved in compensation and establish arrangements that are most appropriate in their practices.
Published on May 11, 2010
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 29, 2014
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