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    Contact Us

    Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
    Published on May 20, 2014

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on April 23, 2014

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on April 23, 2014

    Deducting Charitable Contributions Good News for Good Samaritan

    Article If you belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity.
    Published on January 15, 2013

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential.
    Published on June 23, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on June 11, 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 July 23, 2014

    Disclaimer Delivery Due Date 9/17 or 9/19

    Article This supplement to Mike Jones’ “Guide to Electing Out of the 2010 Estate Tax (and Into Modified Carryover Basis)” was recently released to LISI (Leimberg Information Service Incorporated) members. LISI and Mike have graciously shared it with AICPA PFP members.
    Published on September 12, 2011

    AICPA Proposal to Modify Return Due Dates

    Comment Letter ...timely receipt of Schedule K-1 information by owners of pass-through entities. This effort attempts to further the purpose of the recent regulation project that changed the extended due dates of calendar year partnership and trust tax returns to September 15
    Published on June 29, 2010

    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

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