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    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand...
    Published on January 29, 2009

    PFS Logos

    Logo Downloadable PFS Logos
    Published on July 09, 2014

    Financial Decisions Guide - Elder Planning

    Guide Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
    Published on August 19, 2014

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on November 20, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on March 03, 2015

    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 August 14, 2014

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