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    Annuity Resources

    Article Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans
    Published on August 15, 2012

    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 July 12, 2013

    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
    Published on April 11, 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

    Resources - Personal Financial Planning

    Link Comprehensive Personal Financial Planning tools to the latest information in the industry to enable members to deliver quality financial planning services to clients.
    Published on April 02, 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

    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 August 28, 2013

    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

    Net Investment Income Tax Resources

    Tools Additional resources on Net Investment Income Tax
    Published on December 04, 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

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