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Personal Financial Planning and Wealth Advisory Publications

Tools Publications relevant to personal financial planning and wealth advisory services.
Published on June 04, 2013

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Related AICPA Products



Discount Rates, Risk, and Uncertainty in Economic Damages Calculations Practice Aid

Economic damage calculations require practitioners to analyze risks and uncertainties. In addition, economic damage calculations frequently involve future periods of time. A discount rate is often used to address these considerations. This practice aid is intended to enhance practitioners’ understanding of the development and application of discount rates.



Valuation of Privately Held Company Equity Securities Issued as Compensation - Accounting and Valuation Guide

This long anticipated revision reflects best practices developed over the previous decade. The objective of this guide is to describe best practices for estimating the fair value of a minority interest in an enterprise’s privately issued securities.



Interactive Tax Checklists

Gain efficiency this tax season with AICPA's Interactive Tax Checklists, an online tax planning tool. Based on the popular Tax Practice Guides & Checklists from the AICPA Tax Section, you get the gold standard content you trust in an interactive digital environment.

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