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    The CPAs Guide To Investment Adviser Registration A Guide to Assist AICPA Members in Understanding their Role Under the ...

    Presentation Customize these slide decks to use in a presentation to your state society or firm network
    Published on February 06, 2011

    Sample Presentation Current Issues in PFP and Member Benefits That Can Help

    Presentation Customize these slide decks to use in a presentation to your state society or firm network
    Published on February 06, 2011

    Wealth and Accumulation Management

    Presentation Customize these slide decks to use in a presentation to your state society or firm network
    Published on February 06, 2011

    Office Productivity Tools - Printers, Copiers, Scanners and Fax Machines

    Overview Learn about the specific types of office machines that will improve the efficiency of your practice's back-office operations.
    Published on December 14, 2012

    General Office Productivity Tools - Computers

    Overview General office productivity tools are those technology tools common in any knowledgeable worker's environment today. This category can further be divided into hardware and software tools.
    Published on January 15, 2013

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on January 30, 2014

    One CPAs Story on Becoming a Registered Investment Advisor

    Member Profile 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 Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on January 15, 2013

    PFP Practice Center

    Overview ...s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before. Has your firm struggled with how to efficien
    Published on January 10, 2014

    Practice Management

    Article PFP Practice Center The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning ne
    Published on March 03, 2014

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