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    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on March 09, 2015

    AICPA Honors Steven Levey and Ted Sarenski

    Article AICPA Honors Steven Levey and Ted Sarenski during the 2014 PFP Advanced Estate Planning Conference.
    Published on March 25, 2014

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 08, 2015

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on October 17, 2014

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
    Published on August 21, 2014

    Triage Racing to Keep Up With the DOMA Decision

    Article This article will provide planners with a basic background of DOMA planning issues, practice tips to assess the situation, and a list of resources that that will be beneficial to their practice.
    Published on September 16, 2013

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 16, 2015

    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

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