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    The Tax Adviser July 2007 

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    EBPAQC Alert No. 108

    Article Special Event – Center Members are Invited to Attend Risk Assessment Standards Practice Management Forum Tuesday, September 18, 2007, 2:00 – 3:30 pm Eastern Dear Center Members Enter the Forum EBPAQC members are invited to participate in a free Pract
    Published on August 30, 2207

    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 January 30, 2015

    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media.
    Published on January 30, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on January 30, 2015

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on January 30, 2015

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on January 30, 2015

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on January 30, 2015

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on January 30, 2015

    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on January 30, 2015

    2015 PFP Conference Press Release Template

    Template A press release template for attendees of the 2015 Advanced PFP Conference. It is able to be customized and released locally.
    Published on January 30, 2015

    Forensic and Valuation CPE & Events

    Overview FVS Section members, including CFF and ABV credential holders, can choose from live, web-based, and self-study education to obtain CPE, increasing their knowledge base.
    Published on January 30, 2015

    The Forensic and Valuation Services Center

    Home The Forensic and Valuation Services Center provides CPAs with  resources for forensic and valuation services and member benefits.
    Published on January 30, 2015

    Due Diligence

    Overview Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due Diligence Checklist and Practice Summary Sheet.
    Published on January 30, 2015

    Sole Practitioners

    Tools With PCPS as your team behind the scenes, you’re not alone as you face these challenges. These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.
    Published on January 30, 2015

    PCPS 2013 COSO Toolkit

    Toolkit The PCPS 2013 COSO Toolkit provides you learning resources, staff training tools and communication templates to inform clients about the recent update to the COSO framework. You'll also find some suggestions for service opportunities to help your clients strengthen internal controls.
    Published on January 30, 2015

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    Registration for both the Summer and Winter 2014 PFS Credential Exams.

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