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    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources
    Published on August 25, 2014

    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
    Published on May 19, 2014

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs
    Published on July 30, 2014

    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law for 2011 and 2012 and the uncertainty we will be with faced with once again in
    Published on September 24, 2013

    Long-Term Care Insurance Resources

    Overview These resources will help CPA financial planners understand factors to be considered in the long-term care insurance process
    Published on October 07, 2013

    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax
    Published on August 08, 2014

    Useful Resources

    Article These useful resources can be printed as a handout for the audience for the purpose of staying connected to the AICPA and PFP Section
    Published on August 07, 2013

    Safe Withdrawal Rates

    Overview These resources will help CPA financial planners understand factors to be considered in the decision-making process with clients
    Published on October 07, 2013

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs
    Published on July 21, 2014

    PFP Outreach Kit - University Contacts

    Directory The resources in the PFP Emerging Professionals Outreach Toolkit will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future...
    Published on December 21, 2010

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