Divorce Quick Reference Guide
Guide:
This guide provides important information regarding divorce related tax matters, including taxation of support, filing status, dependency exemptions, stock redemptions, and more
Published on May 26, 2010
Collaborative Divorce Getting Through a Divorce without Financial Disaster
Webcast:
In this web seminar, learn about the importance of the financial advisor in understanding this alternative to traditional court room and mediation-type divorce
Published on December 20, 2011
PFP Planner January/February 2012
Newsletter:
Articles on collaborative divorce, domestic asset protection trusts, profile of Jim Shambo, 2011 Planner article library, and PFP news and events
Published on May 08, 2013
Getting Divorced
Overview:
Access information and resources related to getting a divorce
Published on January 15, 2013
The CPAs Guide to Financial and Estate Planning Volume 4
Guide:
Volume 4 of 4 of this publication covers planning for marriage, divorce, separation, nontraditional couples, the elderly and disabled, generation-skipping transfers, a personal residence and more
Published on November 29, 2011
The CPAs Guide to Financial & Estate Planning Volume 4 - 2012
Guide:
Volume 4 of 4 of this publication covers planning for marriage, divorce, separation, nontraditional couples, the elderly and disabled, generation-skipping transfers, a personal residence and more
Published on September 21, 2012
Other Topics
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues as well as interact with their fellow peers.
Published on December 20, 2011
The CPAs Role in Income Tax Planning
Article:
The CPA's role in developing tax planning strategies is broadened by the need to coordinate the analyses and recommendations with the goals, analyses, and strategies of other financial areas. Areas of personal financial planning that involve some aspect of tax planning include: cash flow planning, risk management planning, investment planning,
Published on March 29, 2011
Estate Planning Resources
Webcast:
Listen to leading estate and financial planning experts, including Sid Kess, in this web seminar recording that attends to the critical need for clients to update and review their financial and estate plans.
Published on September 26, 2012
PFS Body of Knowledge
Overview:
Summary of the PFS Body of Knowledge.
Published on March 31, 2011
The CPAs Guide to Financial and Estate Planning
Guide:
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on June 02, 2013
Objectivity, Integrity and Disclosure
Guidance:
Under the AICPA Code of Professional Conduct, a member must maintain objectivity and integrity, shall be free of conflicts of interest, and shall not knowingly misrepresent facts.
Published on March 05, 2013
Introduction to Insurance and Risk Management
Article:
Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage the risk. Reviews help clients understand that life changes affect risk management and insurance coverage.
Published on January 03, 2011
Estate Tax Legislation
News:
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on May 16, 2013
Do I Need Personal Financial Planning
FAQ:
Everyone needs to plan for tomorrow. At every income level, there are steps you can take to make more efficient use of your assets and to ensure a secure financial future. To help you get started, here are some frequently asked questions about personal financial planning.
Published on May 11, 2010