Search Results

    Page  1 2
    Showing results 1 - 10 of 20
    Order by:


    Inside Information Special Report Cost/Benefit Regulation

    Article In an Inside Information Special Report, Bob Veres reviews a report released on Thursday by the Boston Consulting Group (BCG), commissioned by a coalition of financial planning organizations in response to calls for additional analysis of the...
    Published on December 19, 2011

    E-Column January 2011

    Article In this E-Column, Bob provides detailed review and analysis of the SEC’s report to Congress on harmonization of broker-dealer and RIA regulatory structures
    Published on January 28, 2011

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on April 11, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 07, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
    Published on August 22, 2011

    PFP Division 2011 Year in Review

    Article ...has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review
    Published on September 23, 2013

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on April 03, 2012

    Investment Committee Effectiveness Backgrounder

    FAQ An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
    Published on May 11, 2010

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on November 05, 2013

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on April 01, 2014

    Page  1 2
    Showing results 1 – 10 of 20
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.