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    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area
    Published on April 07, 2014

    Practice Management

    Article ...PFP Practice Center The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning ne
    Published on March 03, 2014

    PFP Division 2011 Year in Review

    Article ...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 September 23, 2013

    Disaster Preparedness Communications Toolkit

    Toolkit Find out about the communications tools available to publicize your involvement with disaster preparedness efforts in your community.
    Published on July 30, 2013

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on November 05, 2013

    The CPAs Role in Restoring Investor Confidence

    Article There have been many well-intended attempts to restore investor confidence. However, one could categorize these attempts to be analogous to putting a band aid on a wound that is in need of a tourniquet. More needs to be done, and there is critical role that the CPA can play.
    Published on March 29, 2011

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on February 03, 2014

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