Podcasts from the Personal Financial Planning Division
The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
Published on March 26, 2015
CPA/PFS Profile Dan Thomas
As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
Published on April 11, 2014
Post-Mortem Administration Checklist for the CPA Financial Planner
There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
Published on August 14, 2014
Estate Tax Legislation
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on April 13, 2015
Illustrative Engagement Letter for an Investment Advisory Agreement
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on October 28, 2004
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