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    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients.
    Published on April 09, 2010

    Be in Demand Becoming a CPA Financial Planner

    Article Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
    Published on July 23, 2014

    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

    Why One Firm Decided to Offer Elder Planning Services

    Article In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
    Published on January 15, 2013

    Business Structure Plays a Key Role for CPA Planners in Business Continuity

    Article CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
    Published on September 20, 2010

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