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    AICPA Personal Finance Report Card

    Checklist The following report card represents a starting point that can be used to summarize a client’s financial situation. This report card was developed as an interview tool with new clients and as a way of periodically reviewing client progress: not only does it help identify the important issues, but it
    Published on May 17, 2013

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on April 03, 2014

    General Office Productivity Tools - Office Suite

    Overview The MS Office suite of software extends beyond word processor and spreadsheet programs. Learn the most important factors when considering the purchase of office productivity software.
    Published on October 05, 2012

    PFP Division 2011 Year in Review

    Article With the uncertainty and change that ushered in 2011, the AICPA PFP Division 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

    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

    Reenergize and Renew Your Relationships with High-Impact Client Review Meetings

    Webcast This information-packed and practical session presents Ed Jacobson’s framework of High-Impact Client Review Meetings©, which includes four specific meeting phases (Kickoff; Qualitative; Quantitative; and Wrap-up) and unique purposes, steps, and tools for each phase. Ed describes each phase in detail, so that you can apply the framework in your very
    Published on January 28, 2011

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