Professional Standards and Ethics
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of...
Published on January 12, 2008
An overview of the professional responsibilities and standards associated with personal financial planning services
Published on September 17, 2013
Proposed Statement on Standards in Personal Financial Planning Services
Read and comment on the exposure draft of the proposed Statement on Standards in Personal Financial Planning Services
Published on December 02, 2013
2011 Advanced PFP Conference Workshop - Implementing PFP Services in Your Firm
Whether you are considering adding, expanding or formalizing personal financial planning services within your firm, or you are already established and want to hear how some of the most successful CPAs are doing it, this all-day intensive workshop will give you the step-by-step guidance and resources you need to be
Published on January 28, 2011
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on September 20, 2013
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on August 22, 2011
The CPAs Role in Elder Planning Services
Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning.
Published on May 16, 2011
CPA/PFS - A Credential By Any Other Name is Not the Same
An article discussing the benefits of the CPA/PFS credential.
Published on June 05, 2013
Introduction to Personal Income Tax Planning
Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
Published on August 26, 2010
Q & A with Clark Blackman on Fiduciary Handbook from a Small Business Perspective
This interview with Clark Blackman shows how the Fiduciary Handbook provides meaningful guidance to small CPA firms.
Published on March 29, 2011