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    Corporate-Owned Life Insurance

    FAQ Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how...
    Published on May 10, 2010

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on February 05, 2014

    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients
    Published on April 09, 2010

    Collaborative Divorce Getting Through a Divorce without Financial Disaster

    Webcast In this web seminar, learn about the importance of the financial advisor in understanding this alternative to traditional court room and mediation-type divorce
    Published on December 20, 2011

    Office Productivity Tools - PDAs and Smartphones

    Overview Learn the benefits and draw-backs of using PDAs and Smartphones when it comes to managing your practice.
    Published on January 15, 2013

    Trust Situs for Dynasty Trusts & DAPTs

    Webcast This webcast discusses the use of dynasty trusts and domestic asset protection trusts (DAPTs) and the importance of jurisdiction selection.
    Published on November 25, 2013

    The Economics of Life Insurance

    Webcast In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning.
    Published on September 30, 2013

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 20, 2010

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on September 23, 2010

    An Interview with Debra Wright

    Member Profile Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm that this would be an attractive practice area given the demographics of their market.
    Published on October 13, 2010

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