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. Access these sites to find more resources for Elder Planning...
Published on April 03, 2013
Message Points for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience
Sample Letter:
Use these message points when communicating with professors, student officers of accounting organizations, and students. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with student officers or even give them a printed copy
Published on December 21, 2010
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. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with them or even give them a printed copy
Published on December 21, 2010
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 March 29, 2011
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
XFRML
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
PFP Emerging Professionals Outreach Toolkit
Toolkit:
The resources in the PFP Emerging Professionals Outreach Toolkit 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 December 20, 2010
Elder Planning Glossary
Glossary:
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
Published on January 15, 2013
PFP Tax News
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 May 16, 2013
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
July 2007 PFP Web Seminar
Webcast:
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
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 September 23, 2010
Overcoming Challenges and Implementing Best Practices in your PFP Practice
Webcast:
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
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
Media Outreach:
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010