PFP Practice Management Toolkit
Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS! Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital. To satisfy...
Published on May 13, 2013
The CPAs Guide to Social Security Planning (Excerpt)
Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members
Published on July 11, 2014
HCC Toolbox Series - Team Recruitment
Qualified and competent staff members are the foundation of any successful CPA firm. Learn about the learning tools and resources necessary to build a strong team that the PCPS Human Capital Center offers
Published on February 01, 2010
Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services
Objectives or Roster:
Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services.
Published on June 12, 2013
Personal Financial Planning and Wealth Advisory Publications
Publications relevant to personal financial planning and wealth advisory services.
Published on August 07, 2013
Best Planning Ideas 2014 Retirement
Get the highlights of a special panel discussion featuring Lyle K. Benson Jr., Stephen R. Akers, Robert S. Keebler, and Michael Kitces.
Published on June 20, 2014
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on May 20, 2014
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