AICPA Personal Finance Report Card
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
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on April 03, 2014
General Office Productivity Tools - Office Suite
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
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
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
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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