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    Compensation Models

    Overview Learn about the fee versus commission compensation models for financial advisers.
    Published on April 09, 2010

    Private Annuities as an Aid to Medicaid Eligibility

    Article Clients often ask CPA Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility.
    Published on May 16, 2011

    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 January 28, 2011

    Fiduciary Responsibility Message Points for Pension Plans of Nonprofits

    Media Outreach ...to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities
    Published on March 03, 2010

    DOL Proposed Regulations

    News Stay up to date on legislative and regulatory issues relating to the DOL proposed regulations.
    Published on September 22, 2011

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

    The CPAs Role in Elder Planning Services

    Article 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

    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 April 08, 2014

    Red Flags Rule

    News Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
    Published on October 01, 2013

    Message Points for Pension Plans of Small Businesses

    Media Outreach CPAs have an opportunity to talk to the business community about fundamental steps small companies can take to mitigate risk and reduce liability by creating a sound fiduciary process. As business advisors, CPAs encourage companies to take five fundamental steps to manage liability and pension risk more effectively.
    Published on March 29, 2011

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