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Other Matters

News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 06, 2013

Clients with Foreign Bank Accounts

Webcast Over the past eighteen months, the IRS has become very aggressive about pursuing United States citizens or residents who have foreign bank accounts or foreign financial arrangements such as foreign corporations or trusts.  This web seminar provides an overview of the reporting requirements and how you can help your clients
Published on January 28, 2011

PFP Division 2011 Year in Review

Article With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013

PFP Tax News

News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013

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