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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

    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 August 14, 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 December 13, 2004

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on January 07, 2015

    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 September 12, 2014

    Disaster Financial Issues

    Overview Disaster strikes and life suddenly changes. Routines can be shattered, jobs disrupted, properties destroyed, and loved ones lost. What do you next? This section will help.
    Published on August 14, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on March 05, 2015

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement.
    Published on March 25, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on March 03, 2015

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

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