CPA Client Tax Letter

This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.

CPA Client - Advances in Tax Planning - 2012

Let your clients know that you've got their interests in mind for tax season and beyond with the AICPA's <em>CPA Client&mdash;Advances in Tax Planning</em>. This year-end newsletter is available as a PDF or MS Word download full of the valuable tax planning information that your clients need this time of year as well as pointers on planning for the upcoming 3.8% Medicare surtax, ideas for managing investments, tips to take advantage of current estate and gift tax rules, and much more.

Guide to Developing and Managing a CPA Personal Financial Planning Practice

Firms interested in adding personal financial planning (PFP) services to their practice or expanding their existing services can rely on this comprehensive guide to walk them through the issues to consider- regulatory considerations, developing procedures, marketing your services, managing risk, and more. This guide is full of resources for those considering this exciting opportunity, including a sample business plan, illustrative engagement letters, and client questionnaires.