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    Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes

    FAQ Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
    Published on March 07, 2013

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

    Resolution Regarding the Report of the Special Committee on Accreditation of Specialization

    Meeting Minutes The Strategic Planning Committee identified the development of an improved means for formally identifying, recognizing, advocating, and supporting new areas of specialization that warrant an accreditation program as a strategic initiative.
    Published on April 18, 2010

    Investment Committee Effectiveness Backgrounder

    FAQ An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
    Published on May 11, 2010

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on August 28, 2013

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement.
    Published on March 25, 2014

    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 arrangements that are most appropriate in their practices.
    Published on May 11, 2010

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on March 06, 2013

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on April 08, 2014

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