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    AICPA Proposal to Modify Return Due Dates

    Comment Letter The AICPA has developed a legislative proposal to promote the timely receipt of Schedule K-1 information by owners of pass-through entities. This effort attempts to further the purpose of the recent regulation project that...
    Published on June 29, 2010

    First Quarter Sophisticated Tax and Investment Planning Strategies

    Webcast Archive First quarter tax strategies are valuable and under-utilized. Hear from experts via webcast to learn updates on President Obama’s budget proposal, adding value by timing retirement plan contributions, and much more
    Published on February 10, 2015

    Sophisticated Tax and Investment Planning Strategies

    Presentation ...reduce taxes and save more for retirement. First quarter tax strategies are valuable and under-utilized. Hear from experts via webcast to learn updates on President Obama’s budget proposal, adding value by timing retirement plan contributions, and much more
    Published on February 06, 2015

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 30, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on October 06, 2014

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 29, 2015

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014.
    Published on February 27, 2015

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on April 30, 2015

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on April 13, 2015

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