Roth Education Series - Part 3
With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important...
Published on April 08, 2011
Net Investment Income Tax Resources
Additional resources on Net Investment Income Tax
Published on December 04, 2013
2014 Month in Review
A look back at the various milestones, as well as member benefits released during each month of the current year.
Published on April 09, 2014
Moving from Tax Preparer to Financial Planner
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance
Published on April 01, 2014
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on November 05, 2013
2013 Year in Review
A look back at the various milestones, as well as member benefits released or revised in 2013.
Published on February 03, 2014
PFP Tax 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 April 07, 2014
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