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    Elder Planning Services Useful Web Site Links and Resources

    Overview 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 August 28, 2014

    AICPA PFS Exam Sponsorship Program

    Overview 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 October 23, 2014

    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 August 28, 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 August 28, 2014

    Red Flags Rule

    News Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
    Published on October 27, 2014

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on July 23, 2014

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter 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 16, 2014

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ 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 16, 2014

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