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    PCPS Seasonality Success 

    This is a quarterly e-newsletter on making the most of busy season. Every article will contain a wealth of tips to help make your practice more effective and efficient, along with an action agenda containing steps that PCPS members can implement in their own practices.

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    Mandatory Firm Rotation

    Overview Some CPA firms are getting questions from clients about whether they should change audit firms because of the mandatory firm rotation (MFR) buzz in the air. And CPAs serving on non-profit boards where others are raising the MFR issue are being asked to weigh in as well. Here you'll find
    Published on September 17, 2014

    CGMA Designation

    Overview Join the Chartered Global Management Accountant (CGMA) and earn a respected designation to compliment to your CPA credentials.
    Published on September 17, 2014

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on September 17, 2014

    Tax Power Hour Social Media for Dummies (Tax Practitioners) PowerPoint Slides

    Tools This document contains the PowerPoint Slides from the Tax Power Hour: Social Media for Dummies (Tax Practitioners) webcast that originally aired on August 21, 2014.
    Published on September 17, 2014

    Whats So Special About Special Needs Trusts PowerPoint Slides

    Tools This document contains the PowerPoint Slides from the What’s So “Special” About Special Needs Trusts? webcast that originally aired on August 27, 2014.
    Published on September 17, 2014

    Comment Letters for the June 16, 2014 PEEC Exposure Draft

    Comment Letters The exposure draft contains important proposals for review and comment by the AICPA’s membership and other interested parties regarding pronouncements for possible adoption by the Professional Ethics Executive Committee (PEEC).
    Published on September 17, 2014

    New Employee Benefit Plan Audit Risk Areas Disclosures of Offsetting Assets and Liabilities

    Report In response to significant broad scope concerns of ASU 2011-11, the FASB issued ASU 2013-01, Balance Sheet (Topic 210): Clarifying the Scope of Disclosures about Offsetting Assets and Liabilities. This update limits the scope of the disclosure requirement within ASU 2011-01 to derivatives, repurchase and reverse repurchase agreements, and securities
    Published on September 17, 2014

    Not For Profit Entities Recent Peer Review Findings

    Report The AICPA Peer Review team recently released examples of matters identified in peer reviews related to not-for-profit entities. This report covers some of the more commonly identified issues, including tax disclosures, net assets classification and disclosure, donated goods and services, and the statement of functional expenses.
    Published on September 17, 2014

    Going Concern Codified Into U.S. GAAP New Challenges for a Delicate Process

    Report On August 27, 2014, the FASB issued ASU 2014-15, Disclosure of Uncertainties about an Entity’s Ability to Continue as a Going Concern. This report provides a summary of this new standard as well as some potential implications for the attest literature.
    Published on September 17, 2014

    Error Corrections Accounting and Reporting Issues

    Report This report covers both the accounting and reporting issues when dealing with error corrections in a compilation, review, or audit engagement.
    Published on September 17, 2014

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 16, 2014

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    The Technological Components of a Successful PFP Practice

    Overview Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution.
    Published on September 16, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on September 16, 2014

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