Incorporating the Statement on Responsibilities in Personal Financial Planning into a Tax Practice
This column explains the Statement on Responsibilities in Personal Financial Planning Practice, issued by the AICPA’s PFP Executive Committee, and discusses how practitioners can use it to help clients with personal financial planning
Published on September 01, 2011
The Proposed Statement on Standards in Personal Financial Planning What Does It Mean for You
To adapt to this rapidly evolving area of practice, the AICPA released this spring an exposure draft of the Proposed Statement on Standards in Personal Financial Planning Practice
Published on June 01, 2013
AICPA NewsUpdate Vol.12 No.25
...Repeal of Cell Phone Tax, Hear About IFRS for Private Companies — Coming Next Month, IOSCO Endorses IAASB’s Clarified International Standards on Auditing, Technical Practice Aid Released on Personal Financial Statements
Published on June 24, 2011
Using Loans to Extract Cash From a Closely Held Corporation
Lending corporate cash to shareholders can be an effective way to give the shareholders use of the funds without the double-tax consequences of dividends.
Published on January 01, 2015
Concerns About CPA Letters to Third Parties
A CPA receives a request from a client to provide a letter to the client’s mortgage broker, lender, adoption agency, or other third party. Is there any harm in the CPA signing the client’s suggested letter or writing one of her own?
Published on June 01, 2008
AICPA News Update Vol. 13 No. 47
CPA Caucus Expands; AICPA Comments on IFRS Work Plan
Published on November 05, 2010
Is Now the Time to Implement PFP Services
The CPA profession has naturally evolved toward personal financial planning (PFP). This is borne out by the results of the recent AICPA PFP...
Published on March 01, 2015
Disclosure of Nonincome Tax Contingencies Under ASC 450 for Not-for-Profit Entities
This item focuses on the importance of properly accounting for and considering the impact of nonincome taxes as they apply to not-for-profit (NFP) entitles.
Published on April 01, 2011
A New Road Map for CPAs Professional Conduct When Providing PFP Services
The PFP Executive Committee issued a statement to provide guidance to members and help them uphold the highest levels of integrity, professionalism, objectivity, and competence
Published on March 01, 2014
AICPA News Update Vol. 13 No. 29
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Published on July 16, 2010