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    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues...
    Published on April 09, 2010

    AICPA Sample Client Letter on DOMA Ruling Tax Impact

    Sample Letter Sample client letter from the AICPA relating to the same sex marriage Supreme Court ruling and its possible tax impact
    Published on July 16, 2013

    Year-End Client Letter

    Sample Letter Year-end client letter to send to clients to illustrate why it is important that they meet with you
    Published on October 28, 2013

    3.8% Healthcare Surtax Sample Client Letter

    Sample Letter Customize this letter to your clients to illustrate issues and planning strategies with the Medicare surtax
    Published on September 09, 2012

    Sample Existing Client Letter

    Sample Letter Sample letters for existing clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Sample New Client Letter

    Sample Letter Sample letters for new clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Roth IRA Conversions - The Critical Issues Advice from Americas Leading Experts

    Webcast This web seminar covers a number of Roth conversion topics, including who should convert, recharacterizations, asset protection concerns, and others.
    Published on January 28, 2011

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on November 05, 2013

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on July 15, 2014

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on April 03, 2012

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