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...
Published on April 03, 2012
Illustrative Engagement Letter Long Form
Sample Letter:
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting...
Published on April 03, 2012
Illustrative Engagement Letter
Sample Letter:
A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting...
Published on April 03, 2012
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Article:
...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...
Published on August 22, 2011
Introduction to Personal Income Tax Planning
Article:
Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies...
Published on August 26, 2010
Marketing and Managing a Personal Financial Planning Practice
Article:
Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
Published on May 11, 2010
Implementing Section 7216
Article:
...IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain...
Published on January 28, 2011
Illustrative Transmittal Letter
Sample Letter:
Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized
Published on September 20, 2010
Series From Tax Preparer to Financial Planner The Road Best Traveled
Webcast:
Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. The following steps will help you transition from tax preparer to financial planner
Published on January 15, 2013