Insurance Analysis & Implementation What CPA Financial Planners Need to Know
As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs. Join Lee Slavutin as he shares the key considerations to address with your clients now.
Published on June 12, 2013
Deducting Charitable Contributions Good News for Good Samaritan
...belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity
Published on January 15, 2013
PFS Body of Knowledge
Summary of the PFS Body of Knowledge.
Published on March 31, 2011
Estate Tax Legislation
Stay up to date on legislative and regulatory issues relating to estate tax legislation
Published on April 11, 2014
PFP & CPA/PFS Education Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on April 14, 2014
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