PFP & CPA/PFS Web Seminars
Webcast:
Our web seminars 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 June 18, 2013
Analysis of a Tax Return for Personal Financial Planning
Checklist:
Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.
Published on June 18, 2013
The 3.8% Medicare Surtax and Its Impact on Estates and Trusts - Handout
Presentation:
Bob Keebler and Jeremiah Doyle discuss the impact of the Medicare surtax on estates and trusts.
Published on June 18, 2013
IMTA Quarterly News Archives
Newsletter:
A quarterly member communication providing exclusive access to regulatory updates, latest business trends and other valuable information related to the IMTA Community.
Published on June 18, 2013
IMTA Section News & Publications
Overview:
The IMTA Section publications deliver news and information on current and emerging technology, compliance and privacy developments.
Published on June 18, 2013
IMTA Corner - Summer 2013
Newsletter:
Letter from the Chair; The 2013 North America Top Technology Initiatives Survey: Key Takeaways
Published on June 18, 2013
Practice Aids and Other Non-Authoritative Guidance
Practice Aid:
These practice aids, special reports and whitepapers are to serve as educational and reference material on technical issues but aren't authoritative guidance.
Published on June 18, 2013
Professional Standards
Overview:
Beginning June 1, 2005, a new federal rule will require businesses and individuals to take appropriate measures to dispose of sensitive information derived from consumer reports.
Published on June 18, 2013
AICPA Compensation Survey 2013
Survey:
The AICPA conducted a survey to assess the impact of holding the various AICPA specialty credentials on salaries and total compensation paid to CPAs.
Published on June 18, 2013
PCPS Webinars
Overview:
PCPS offers webinars that provide updates, guidance, firm practice management solutions and more. Whether you are a member or not you will find a webinar to benefit your firm.
Published on June 18, 2013
Join the Private Companies Practice Section
Overview:
PCPS can help your firm become more competitive by taking what you know now and using it in new ways. PCPS offers resources that help you create new strategies, develop new products and services, or make your existing services better.
Published on June 18, 2013
Financial Reporting Center News and Newsletter Archive
Article:
Keeping up with the news, whether breaking or far-reaching, is critical to the success of certified public accountants in practice. Whether in public accounting or in an industry position, when news breaks, find it here. Here you will also find an archive of the Financial Reporting Newsletter.
Published on June 18, 2013
ARSC Clarity Project
FAQ:
The Accounting and Review Services Committee continues to work to clarify the Statements on Standards for Accounting and Review Services and have released an updated timeline for their completion.
Published on June 18, 2013
FRC Newsletter - June 3, 2013
Newsletter:
FRC Newsletter Downloadable: June 3, 2013, Contents: Conflict Minerals Resources: New Independence Q&As Available Comprehensive Updates to AICPA Guides Government Auditing Standards and Circular A-133 Audits and State and Local Governments Now Available
Published on June 18, 2013
FRC Newsletter - June 3, 2013
Newsletter:
FRC Newsletter Downloadable: June 3, 2013, Contents: Conflict Minerals Resources: New Independence Q&As Available Comprehensive Updates to AICPA Guides Government Auditing Standards and Circular A-133 Audits and State and Local Governments Now Available
Published on June 18, 2013