Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
Published on August 15, 2012
Elder Planning Services Useful Web Site Links and Resources
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
Published on February 04, 2014
How Do I Become a Registered Investment Advisor
Once you have decided to enter the business of investment advising, contact your state securities commission and ask for an investment advisor registration packet. Determine if an examination is required. Most states require you to take the Series 65 exam.
Published on October 21, 2011
AICPA PFS Exam Sponsorship Program
The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
Published on July 27, 2014
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
Registration and Compliance
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
Introduction to Insurance and Risk Management
Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage the risk. Reviews help clients understand that life changes affect risk management and insurance coverage.
Published on January 03, 2011
Deducting Charitable Contributions Good News for Good Samaritan
If you belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity.
Published on January 15, 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
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on July 23, 2014