A Dozen Dynamics of Investment Planning
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
AICPA Honors Steven Levey and Ted Sarenski during the 2014 PFP Advanced Estate Planning Conference.
Published on March 25, 2014
PFP Tax 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
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
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
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
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
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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