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    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools 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

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast 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

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on May 19, 2014

    Flood Insurance Not a Cut and Dried Proposition

    Article 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

    What CPAs Must Know to Advise Clients on Health Care

    Article 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

    Triage Racing to Keep Up With the DOMA Decision

    Article 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

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft 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

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

    PFP Tax News

    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 September 25, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on August 28, 2014

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