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    The Tax Adviser December 2007 

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    Legislative and Regulatory News

    Overview The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on September 22, 2014

    Bob Veres Media Reviews

    Newsletter Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
    Published on September 22, 2014

    Insurance and Risk Management

    Overview Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
    Published on September 22, 2014

    Personal Financial Planning Store

    Article Products and publications of interest to members dealing with personal financial planning services can be found here in the PFP AICPA store.
    Published on September 22, 2014

    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized.
    Published on September 22, 2014

    CPA/PFS Advertisements

    Article PFP-related advertisements with PFS credential for members to use in their local media.
    Published on September 22, 2014

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized.
    Published on September 22, 2014

    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on September 22, 2014

    Annual Dues

    Article AICPA Membership annual dues information.
    Published on September 22, 2014

    U.S. LLCs for U.K. Tax Purposes

    Article What are the global tax implications for LLC members who are not U.S. residents?
    Published on September 22, 2014

    Recent Developments in Estate Planning Part II

    Article This article covers recent developments in estate tax, including the portability election, proposed regs. on the alternate valuation date, FLPs.
    Published on September 22, 2014

    Media Reviews - September 16-23, 2014

    Article Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
    Published on September 22, 2014

    Strategy and Planning

    Overview Strategic planning is the foundation for growth and sustainability.  Understand top issues facing practicing CPAs across the country and join a community where you can easily network with peers and share creative strategies and solutions for practice management success.  Achieve your short-term and long-term goals with succession planning resources, guidance
    Published on September 22, 2014

    Alternative Apportionment Tough for the Taxpayer, (Too) Easy for the States

    Article Alternative apportionment provisions aim to provide limited relief through the possibility of “opting out” of the standard apportionment formulas when their application would produce particularly inequitable results.
    Published on September 22, 2014

    Map Your Plan

    Overview Gear up for practice development as you create a plan, establish expectations and create a roadmap for where you’re going. With roadmaps to expand beyond traditional services, your marketing and sales due diligence starts here.
    Published on September 22, 2014

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