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Form ADV Comment Letter

Comment Letter: The AICPA's PFP Executive Committee has provided a comment letter to the Securities and Exchange Commission regarding the proposed rules to the Investment Advisers Act of 1940 and Part 2 of Form...
Published on May 06, 2010

AICPA Comments on DOL Participant Directed Accounts

Comment Letter: These AICPA addresses the Department of Labor (DOL) fiduciary requirements for disclosure in participant-directed individual account plans.
Published on September 24, 2012

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AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.

Tax Planning After the Healthcare Surtax: Tools, Tips, and Tactics

A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has your clients, and institute best practices that will yield benefits in 2013 and beyond.

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Gain efficiency this tax season with AICPA's Interactive Tax Checklists, an online tax planning tool. Based on the popular Tax Practice Guides & Checklists from the AICPA Tax Section, you get the gold standard content you trust in an interactive digital environment.