Illustrative Engagement Letter Long Form
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 16, 2014
Moving from Tax Preparer to Financial Planner
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 01, 2015
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on December 08, 2014
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 03, 2015
CPA/PFS - A Credential By Any Other Name is Not the Same
An article discussing the benefits of the CPA/PFS credential.
Published on April 16, 2014
Registration and Compliance
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on August 28, 2014
Portability A Planning Game Changer
The Planner sat down with Steven Siegel to find out more about portability and to discover what CPA financial planners need to know about this topic.
Published on November 19, 2013
Podcasts from the Personal Financial Planning Division
The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
Published on March 26, 2015