Search Results

    Page  1 2
    Showing results 1 - 10 of 14
    Order by:


    Guide to Delivery of Personal Financial Planning (PFP) Services

    Guide A reference for day to day issues faced in delivering PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance
    Published on December 28, 2009

    Practice Management

    Overview ...help practitioners better understand and deal with the day-to-day issues they face in delivering personal financial planning (PFP) services. Practice management topics include compensation and fee arrangements, staffing engagement letters, and reporting recommendations
    Published on May 11, 2010

    Illustrative Engagement Letter for Corporate Executives

    Sample Letter A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on April 03, 2012

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on September 20, 2010

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on April 03, 2012

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on September 23, 2010

    Introduction to Personal Income Tax Planning

    Article Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
    Published on August 26, 2010

    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding...
    Published on April 09, 2010

    Compensation and Disclosure Whitepaper

    Article 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...
    Published on May 11, 2010

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on July 23, 2014

    Page  1 2
    Showing results 1 – 10 of 14
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.