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    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 August 28, 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

    Disaster Recovery A Guide to Financial Issues - PPT

    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 August 07, 2014

    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

    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 August 14, 2014

    AICPA Honors Steven Levey and Ted Sarenski

    Article AICPA Honors Steven Levey and Ted Sarenski during the 2014 PFP Advanced Estate Planning Conference.
    Published on March 25, 2014

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    Disaster Recovery A Guide to Financial Issues Fact Sheet

    Overview Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
    Published on August 14, 2014

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