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    The Planner Newsletter

    Newsletter Sept/October 2013 issue of the Planner.
    Published on May 21, 2014

    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 December 23, 2014

    PFP Health Care Reform News

    News Stay up to date on legislative and regulatory issues relating to health care reform.
    Published on December 19, 2014

    What CPAs Must Know to Advise Clients on Health Care

    Article This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
    Published on February 05, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    Forefield Advisor Client Communication Examples

    Overview These are a few examples of client communication tools available via Forefield Advisor.
    Published on October 21, 2013

    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Webcast Archive In this webcast, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on March 12, 2015

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on March 12, 2015

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
    Published on August 28, 2014

    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on March 09, 2015

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