Net Investment Income Tax Resources
Additional resources on Net Investment Income Tax.
Published on August 08, 2014
Media Reviews - May 15-23, 2013
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
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
PFP News and Publications
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 Tax Legislation
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on July 23, 2014
Bob Veres Media Reviews
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 October 21, 2014
CPA/PFS Credential Media & Writing Opportunities
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
PFP Tax News
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on September 25, 2014
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 October 17, 2014
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