An Interview with Debra Wright
Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm...
Published on October 13, 2010
Managing a PFP Practice
Managing a PFP Practice will give you the guidance necessary to help you manage your practice successfully and profitably.
Published on July 17, 2013
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 vary significantly based on the circumstances and
Published on January 28, 2011
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
Commissions and Referral Fees
Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals.
Published on March 05, 2013
Independence and Conflicts of Interest
Learn about independence as it relates to providing investment advisory services.
Published on April 06, 2010
Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on July 16, 2014
FAQs for Prospective CPA/PFS Credential Holders
Frequently asked questions for CPA/PFS applicants.
Published on May 19, 2014
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