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 October 06, 2014
2012 Series Take Charge Your Money. Your Life
This web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
Published on January 03, 2013
Podcasts from the Personal Financial Planning Division
The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
Published on March 26, 2015
Planning After ATRA and the Net Investment Income Tax Toolkit
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014.
Published on February 27, 2015
2015 Months in Review
Recap of PFP milestones and resources released or revised in the current month.
Published on April 06, 2015
A Holistic View of Permanent Protection
Learn why life insurance is part of a complete estate planning engagement.
Published on March 25, 2014
CPA/PFS Perspectives on Using Technology in a PFP Practice
Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices.
Published on September 16, 2014
Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges
Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
Published on April 11, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 16, 2015
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 08, 2015