Webcast Series Statement on Standards in Personal Financial Planning Services
Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
Published on July 08, 2014
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law for 2011 and 2012 and the uncertainty we will be with faced with once again in
Published on September 24, 2013
FAQs for Prospective CPA/PFS Credential Holders
Frequently asked questions for CPA/PFS applicants.
Published on October 29, 2014
Flood Insurance Not a Cut and Dried Proposition
Get information and insight to develop a basic understanding of the risk and the insurance options available for flood insurance.
Published on July 23, 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
What CPAs Must Know to Advise Clients on Health Care
This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
Published on February 05, 2014
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on September 17, 2014
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
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 December 19, 2014
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on August 28, 2014