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 August 22, 2011
Illustrative Engagement Letter for an Investment Advisory Agreement
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
Implementing Section 7216
IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
Published on July 22, 2014
5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance
If you’re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach.
Published on August 18, 2014
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