An Interview with Debra Wright

Member Profile:  Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm that this would be an attractive practice area given the demographics of...
Published on October 13, 2010

An Interview with Mike Seefeld

Member Profile:  CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services
Published on April 28, 2011

CPA/PFS Credential Recertification

Overview:  Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential. CPAs are notified when their recertification date occurs. Learn...
Published on June 26, 2012

One CPAs Story on Becoming a Registered Investment Advisor

Member Profile:  CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships.
Published on March 24, 2011

Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould

FAQ:  This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on March 29, 2011

Young Emerging Financial Planner - Frequently Asked Questions

FAQ:  Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence? Have an interest in personal finance?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!  In here, you will find answers
Published on April 02, 2013

Implementing Section 7216

Article:  IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
Published on January 28, 2011

PFP Division 2011 Year in Review

Article:  ...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

CPA PFS Credential Frequently Asked Questions FAQ

FAQ:  Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 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

Illustrative Engagement Letter for an Investment Advisory Agreement

Sample Letter:  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 September 23, 2010