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    Structure and Implementation

    Guide This section summarizes structure and other considerations in implementing an investment services business.
    Published on April 09, 2010

    Consumer Brochures

    Brochure Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public.
    Published on August 28, 2013

    Disasters and Financial Planning A Guide for Preparedness

    Guide Disasters, whether natural or manmade, usually strike quickly and without warning. You and your family may have little or no time to decide what to do next. That's why it is so important to plan for the possibility of a disaster?and not wait until it happens.
    Published on April 23, 2014

    Disasters and Financial Planning A Guide for Preparedness

    Guide Learn more about Disasters and Financial Planning: A Guide for Preparedness, including the intended purpose and use of the guide. You will be able to counsel others on what to do to mitigate the financial consequences of a disaster.
    Published on April 23, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on July 23, 2014

    Implementing Section 7216

    Article IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
    Published on July 22, 2014

    Deducting Charitable Contributions Good News for Good Samaritan

    Article If you belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity.
    Published on January 15, 2013

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on March 06, 2013

    Steps the Public Can Take Before Disaster Strikes

    Checklist Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
    Published on November 01, 2012

    Marketing and Managing a Personal Financial Planning Practice

    Article Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
    Published on May 11, 2010

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