Commissions and Referral Fees
Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals.
Published on March 05, 2013
Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
Published on November 07, 2014
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on September 16, 2014
SpectremAdvisor Newsletter and Reports
SpectremAdvisor.com is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
Published on July 23, 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 February 25, 2015
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