Corporate-Owned Life Insurance
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
Complete listing of member benefits for PFP and PFS.
Published on February 05, 2014
Client Letter 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
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
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
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
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
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
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
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