Page
1
Showing results
1 -
6
of
6
Independence and Conflicts of Interest
Overview:
Learn about independence as it relates to providing investment advisory services
Published on April 06, 2010
The CPAs Role in Elder Planning Services
Article:
Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews...
Published on May 16, 2011
Why One Firm Decided to Offer Elder Planning Services
Article:
In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice
Published on January 15, 2013
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Article:
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 August 22, 2011
Illustrative Engagement Letter Long Form
Sample Letter:
A detailed 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
CPA PFS Credential Frequently Asked Questions FAQ
FAQ:
Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 2013
Show
Results per page