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    Sign up Sheet for PFP News

    Template This sign-up sheet can be used to collect contact information from the audience for those who wish to stay connected to the AICPA and PFP Section
    Published on August 07, 2013

    Fiduciary Responsibility Fact Sheet

    Overview A fiduciary's duty is to act in the interest of the plan's participants and beneficiaries to provide benefits. With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents.
    Published on March 03, 2010

    Disaster Recovery Guide Fact Sheet

    Overview Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
    Published on June 05, 2014

    Disaster Recovery A Guide to Financial Issues Fact Sheet

    Overview Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
    Published on June 04, 2014

    Disaster Recovery A Guide to Financial Issues

    Guide Access the Disaster Recovery Guide online at the American Red Cross Web site. Also, visit links to a PowerPoint presentation, a fact sheet about Disaster Recovery, and an AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues
    Published on September 10, 2012

    Disaster Recovery A Guide to Financial Issues

    Guide Access the Disaster Recovery Guide online at the American Red Cross Web site. Also, visit links to a PowerPoint presentation, a fact sheet about Disaster Recovery, and an AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues
    Published on October 13, 2010

    Disaster Preparedness Communications Toolkit

    Toolkit Find out about the communications tools available to publicize your involvement with disaster preparedness efforts in your community.
    Published on July 30, 2013

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on July 21, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on July 16, 2014

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