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
Moving from Tax Preparer to Financial Planner
Webcast:
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance
Published on May 17, 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
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 April 25, 2013
PFP Division 2012 Year in Review
Article:
...With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on June 04, 2013
Planning After ATRA and The Medicare Surtax Toolkit
Tools:
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2013
Published on June 19, 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 September 23, 2010
PFP State Resource Sharing
Tools:
State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013
2011 Series From Tax Preparer to Financial Planner The Road Best Traveled
Webcast:
The following steps will help you transition from tax preparer to financial planner
Published on June 12, 2013
Marketing and Managing a Personal Financial Planning Practice
Article:
Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan
Published on May 11, 2010