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    Interview with David Kirk and Adrienne Mikolashek (Audio)

    Audio Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions
    Published on April 11, 2014

    Interview with David Kirk and Adrienne Mikolashek (Slides)

    Presentation Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions
    Published on April 11, 2014

    Q & A with Clark Blackman on Fiduciary Handbook from a Small Business Perspective

    FAQ This interview with Clark Blackman shows how the Fiduciary Handbook provides meaningful guidance to small CPA firms
    Published on March 29, 2011

    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

    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 their market.
    Published on October 13, 2010

    Family Data Interview

    Template Download the Family Data Interview worksheet to identify your client's family goals. The worksheet provides sample questions that your client should answer
    Published on March 24, 2011

    Gearing Up - Interview Tips

    Media Outreach This section of the toolkit, "Gearing Up", is designed to provide you with a basic understanding of how to prepare and handle media interviews of all types. This section provides interview tips
    Published on May 07, 2010

    Members in the News

    Overview See recent media interviews in which CPA Financial Planners, including PFS credential holders, have participated on various personal planning topics. Many of these interview opportunities have been brought to your community by the...
    Published on March 01, 2011

    Family Date Interview Worksheet

    Template Use this template to record pertinent information about the client's family and financial goals for the personal financial planning engagement.
    Published on March 24, 2011

    Media Talking Points

    Article Good talking points serve as a ""script"" for your use during media interviews and presentations. Here are some helpful tips for organizing your material for a successful interview
    Published on May 11, 2010

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