Engagement Planning Tools and Checklists
Overview:
Access the necessary engagement planning tools and checklists required to enable you to perform your engagements by presenting your work in the most understandable format as well as with the highest level of professionalism
Published on July 06, 2010
Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
Webcast:
With all of the legislative activity around estates over the last year, now is the opportune time for advisers to help clients make critical financial and estate planning decisions. Clients are frustrated with tax uncertainty and stressed by economic turmoil. Clients need to plan now more than ever but most
Published on October 25, 2011
Portfolio Rebalancing What CPA Financial Planners Need to Know About Tax Traps and Opportunities
Webcast:
This seminar gives you practical tips and simple techniques for managing your clients' portfolios.
Published on September 01, 2011
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
PFP Division 2011 Year in Review
Article:
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
Fox Financial Planning Network Program Details
Tools:
Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on May 03, 2013
Moving from Tax Preparer to Financial Planner
Webcast:
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on May 17, 2013
PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on April 26, 2013
Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
FAQ:
This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on March 29, 2011
Toolkit Proactive Planning for 2013
Tools:
Use these tools and resources to help you educate your clients and proactively plan for the changes in 2013.
Published on May 14, 2013
PFP Division 2012 Year in Review
Article:
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist Are Investment Advisory Services Right for You
Checklist:
This checklist can help you evaluate your strengths and weaknesses and identify developmental needs before you move forward with the delivery of IAS services. Access a link to download the checklist...
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
Published on March 24, 2011
Checklist for Evaluation Prospective PFP Clients
Checklist:
Use this checklist to evaluate if a new or existing client will benefit for personal financial planning services
Published on March 24, 2011