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    Join the AICPA PFP Membership Section

    Overview $200 Is a Small Price to Pay—Consider Membership an Investment in Your Future!
    Published on August 09, 2013

    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

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Fiancial Specialist (PFS) Credential.
    Published on April 18, 2014

    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 July 10, 2012

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on September 11, 2012

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential.
    Published on February 26, 2013

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on September 11, 2012

    Overview of the Personal Financial Specialist (PFS) Credential

    Overview A summary page with links to all necessary information relating to the PFS credential program.
    Published on April 18, 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 April 08, 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

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