PFP Engagement Workbook
The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed
Published on March 24, 2011
Personal Financial Planning Engagement Work Program
The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed. Since PFP services can...
Published on January 28, 2011
Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on September 27, 2013
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on September 23, 2013
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010
An Interview with Mike Seefeld
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services.
Published on April 28, 2011
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 March 03, 2014
Young Emerging Financial Planner - Frequently Asked Questions
A career as a CPA financial planner or Personal Financial Specialist may be right for you! Here, you will find answers to some commonly asked questions about this unique career!
Published on September 20, 2013