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    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
    Published on August 25, 2014

    Business Development Toolkits

    Overview Find out more about Business Development Toolkits for CPA financial planners
    Published on July 30, 2014

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs.
    Published on July 30, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on July 16, 2014

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance
    Published on July 21, 2014

    The Practical Side of Investment Planning

    Presentation Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. This presentation from the web seminar series, From Tax Preparer to Financial Planner...
    Published on June 28, 2012

    The Practical Side of Retirement Planning

    Presentation Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. This presentation from the web seminar series, From Tax Preparer to Financial Planner...
    Published on June 28, 2012

    Practical Side of Estate Planning

    Presentation Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. This presentation from the web seminar series, From Tax Preparer to Financial Planner...
    Published on July 24, 2014

    CPA/PFS Perspectives on Offering Investment Services - Handout

    Presentation While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects
    Published on May 08, 2013

    CPA/PFS Profile Gina Chironis

    Article Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe
    Published on September 17, 2013

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