An Interview with Mike Seefeld
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
Considerations When Providing Investment Advice
In this web seminar, a panel of practitioners share their experiences on providing investment advice, professional considerations, and business models.
Published on September 26, 2012
Overcoming Challenges and Implementing Best Practices in your PFP Practice
Hear from Lyle Benson and Deena Katz on best practices and challenges faced in your personal financial planning practice with practical guidance from the AICPA/Moss Adams study interwoven throughout the presentation.
Published on October 09, 2012
These independent entities, which are fully or partially owned by a CPA firm, subscribe to the most advanced business model among the firms we surveyed. Learn More
Published on August 27, 2010
PFP Practice Management Toolkit
Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS! Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital. To satisfy firms' needs, we have made
Published on May 13, 2013
July 2007 PFP Web Seminar
During this interactive session, presenters Lyle Benson, Jr. and Deena Katz will discuss ways to improve the efficiency and effectiveness of your practice. Key areas of discussion include: identify the areas of practice management that take your valuable time, Schwab survey results, the E-Myth Principle, excellent client service, and tax
Published on May 28, 2010
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
Business Structure Plays a Key Role for CPA Planners in Business Continuity
CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010
Disaster Guide Press Release
Read the AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues. The publication is intended to alleviate loss in the aftermath of natural and manmade disasters and raise awareness of the need to be prepared when disaster strikes.
Published on August 26, 2010
PFP & CPA/PFS Education Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on April 05, 2013
Client Letter Template
From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients.
Published on April 09, 2010
PFP Division 2012 Year in Review
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013
One CPAs Story on Becoming a Registered Investment Advisor
CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships.
Published on March 24, 2011
Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes
Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
Published on March 07, 2013
Q & A with Joel Framson on the Fiduciary Handbook
Review a discussion with Joel Framson regarding the overall benefits of the Fiduciary Handbook and its significance to CPA financial planners and Personal Financial Specialists.
Published on July 06, 2011