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    Deducting Charitable Contributions Good News for Good Samaritan

    Article If you belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity
    Published on January 15, 2013

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful
    Published on February 04, 2014

    Fiduciary Letter to MJ White

    Comment Letter AICPA and other like-minded organizations urge SEC Chair to establish a standard that is at least as strong as the existing standard for investment advisers
    Published on June 05, 2013

    Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

    Sample Letter Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students
    Published on July 14, 2014

    Message Points For Initiating Contact

    Sample Letter Use these message points when communicating with professors, student officers of accounting organizations, and students
    Published on July 14, 2014

    Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould

    FAQ This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve
    Published on September 27, 2013


    Overview Overview of the disaster recovery program and key players involved for use when talking to reporters face-to-face and when presenting to community organizations or civic leaders about disaster planning and recovery programs
    Published on February 01, 2010

    Inside Information Special Report Cost/Benefit Regulation

    Article In an Inside Information Special Report, Bob Veres reviews a report released on Thursday by the Boston Consulting Group (BCG), commissioned by a coalition of financial planning organizations in response to calls for additional analysis of the recommendations in the SEC‘s study under Section 914 of the Dodd-Frank Act
    Published on December 19, 2011

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on July 21, 2014

    Disaster Preparedness Communications Toolkit

    Toolkit Find out about the communications tools available to publicize your involvement with disaster preparedness efforts in your community.
    Published on July 30, 2013

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