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
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
IRS Guidance on Ponzi Schemes
Bob Keebler, CPA, MST, DEP and Michael Goller, Esq. are back to present a follow up to the March 11th web seminar, The Practical Aspects of Providing Tax Advice to Madoff Victims. In this one hour seminar, Bob and Michael walks through the IRS guidance that was released on March
Published on October 10, 2012
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
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
Be Your Own Recruiter How to Find, Hire and Retain Top Talent
Human capital is one of the best investments you can make in your practice. In a client-service industry, face-time with your clients is critical and the staff with whom your clients interact can make or break your firm’s reputation.
Published on September 08, 2011
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
Learn about the PFS Exam.
Published on March 12, 2013
Fox Financial Planning Network Program Details
Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on May 03, 2013
Questions to Ask a Financial Planner
Choosing the right financial planner requires some homework. The person you choose should be trustworthy, resourceful, knowledgeable, and creative in mapping out the right strategies for your financial future. Asking these questions can indicate how well a financial planner will be able to serve your needs.
Published on March 29, 2011
2011 Advanced PFP Conference Workshop - Implementing PFP Services in Your Firm
Whether you are considering adding, expanding or formalizing personal financial planning services within your firm, or you are already established and want to hear how some of the most successful CPAs are doing it, this all-day intensive workshop will give you the step-by-step guidance and resources you need to be
Published on January 28, 2011
PFP Services in Your Firm Developing Step by Step Plans for Success
This session from the 2011 Advanced PFP Conference profiles the multitude of personal financial planning business models you can implement by bringing together a panel of successful CPAs in the most common business models to share the nuts and bolts of how they have built their practice to provide the
Published on May 16, 2011
AICPA PFS Exam Sponsorship Program
The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
Published on March 07, 2013