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    S Corporation NIIT Presentation

    Presentation Learn about the impact of the net investment income tax on S corporations and their shareholders
    Published on February 03, 2014

    Implementation of the New 3.8% Net Investment Income Tax for S Corporations and their Shareholders

    Webcast Learn about the impact of the net investment income tax on S corporations and their shareholders
    Published on February 04, 2014

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations
    Published on August 14, 2014

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 08, 2015

    Illustrative Engagement Letter for Corporate Executives

    Sample Letter A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 16, 2014

    Impact of the New 3.8% Tax on Net Investment Income on Individuals and Pass-Through Entities

    Webcast This webcast covers the impact on individuals and pass-through entities of the new 3.8 percent tax on net investment income.
    Published on August 14, 2013

    Series Planning After the American Taxpayer Relief Act

    Webcast This webcast series covers the most important aspects of personal financial planning considerations under ATRA.
    Published on January 28, 2015

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014.
    Published on February 27, 2015

    PFP Tax Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers.
    Published on February 10, 2015

    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 August 28, 2014

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