Business Succession Planning - Buy-Sell Agreements
Learn about business succession planning and the buy-sell agreements involved. Includes an overview, financing information, finding a suitable client, advantages and disadvantages, plus an example
Published on February 01, 2010
Types of Business Models
PFP firms come in all shapes and sizes. View the array of business models and learn more about each of them.
Published on September 21, 2012
Part 3 Business Succession Planning After the American Taxpayer Relief Act of 2012
Steve Siegel explains the planners' need to understand the many options available for succession planning, both from a tax and non-tax perspective.
Published on November 05, 2013
Business Structure Plays a Key Role for CPA Planners in Business Continuity
CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010
Inside Information Archives - 2013
2013 Issues of Inside Information
Published on January 03, 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
Planning After ATRA The CPAs Guide to Financial and Estate Planning
Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients now.
Published on December 04, 2013
PFP & CPA/PFS Education Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on February 24, 2014
PFS Body of Knowledge
Summary of the PFS Body of Knowledge.
Published on March 31, 2011
Business Models Financial Analyst
Learn about the Financial Analyst business model, its structure, how to implement it, and the registration and compliance issues.
Published on April 09, 2010