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    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax.
    Published on December 15, 2014

    Media Reviews - May 15-23, 2013

    Article Bob Veres’ latest Media Reviews of Journal of Financial Planning covers hedging longevity risk in retirement and more
    Published on May 20, 2013

    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
    Published on April 17, 2014

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
    Published on August 27, 2014

    PFP News and Publications

    Overview The PFP News and Publications page provides access to upcoming events, regulatory updates, Forefield Advisor alerts and other valuable information related to the PFP Community.
    Published on October 10, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on November 07, 2014

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on July 23, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 16, 2014

    Bob Veres Media Reviews

    Newsletter Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
    Published on December 19, 2014

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