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Member Only Content

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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AICPA Sends Congress Recommended Legislative Changes to New Partnership Audit Regime

Press Release The AICPA has submitted to Congress a set of recommended legislative changes to the new Partnership Audit Regime enacted as part of the Bipartisan Budget Act of 2015.
Published on November 17, 2017

Tax CPE & Learning

Overview The AICPA Tax Section schedules webcasts and events that focus on many current tax issues that impact tax practices and business and industry members. This page provides registration links and other information on upcoming learning opportunities.
Published on July 20, 2017

Personal Financial Planning

Overview An overview of the Personal Financial Planning Division.
Published on July 20, 2017

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 July 20, 2017

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 July 20, 2017

PFP Tax News

News Back to Legislative and Regulatory Page   Additional tax-related advocacy news and information is available from The CPA Advocate (AICPA’s advocacy newsletter), Tax Division advocacy webpage and Washington Tax Brief webc
Published on July 20, 2017

Personal Financial Planning CPE & Events

Webcast Our webcasts, conferences and audio streams give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.
Published on July 20, 2017

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 July 20, 2017

5-Steps to a Career as a CPA Financial Planner

Article If you enjoy interacting with people, are good with numbers, have an interest in personal finance, a career as a CPA financial planner or CPA/Personal Financial Specialist (PFS) may be right for you.
Published on July 20, 2017

Personal Financial Planning Specialist Toolkit - Social Media

Overview Social media posts and graphics for you to use on your Facebook, LinkedIn and Twitter  channels to help you tell clients and prospects about the value of working with CPA/PFS professionals.
Published on July 20, 2017

Long-Term Care Insurance Resources

Overview These resources will help CPA financial planners understand factors to be considered in the long-term care insurance process.
Published on July 20, 2017

Excerpt - The CPAs Guide to Financial and Estate Planning - Vol 2 - 2017

Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers wills in depth, and includes a sample outline for creating a data source list.
Published on July 20, 2017

The CPAs Guide to Financial and Estate Planning - Vol 2 - 2017

Guide Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, the marital deduction and much more!
Published on July 20, 2017

Media Reviews - July 17-31, 2017

Article In this issue of Bob Veres Media Reviews you will find a summary of articles from the Financial Advisor magazine including "RIA Survey and Ranking”, "How to Balance Life" and much more!
Published on July 20, 2017

Current PFP News

Newsletter In this issue: 2017 Advanced PFP and Other ENGAGE Conference Recordings Available  | Broadridge Alert: New Rollover Resource Center
Published on July 20, 2017

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