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    The Tax Adviser 2008 

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    Identity Theft Information and Tools

    Overview Identity theft is a growing area of concern for taxpayers and practitioners.  The AICPA has created this page to provide members with information about preventing identity theft, including tips to provide clients, and steps to take if it occurs.
    Published on March 26, 2015

    Identity Theft Resources

    Link Identity theft occurs when someone steals key pieces of personal identifying information. Read  more about identity theft by visiting sites on this page.
    Published on March 26, 2015

    PCPS CPE and Events

    Overview PCPS has several events relevant to firm practice management and offers them to the PCPS community as a benefit of their membership. Here you will find access to upcoming events including conferences, networking groups and more!
    Published on March 26, 2015

    Airlines Revenue Recognition Task Force

    Article The Airlines Revenue Recognition Task Force has been created to address issues which may arise due to FASB's new revenue recognition standard. Here you will find the issues identified and further discussion.
    Published on March 26, 2015

    PFP Tax News

    News 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 March 26, 2015

    Risk Tolerance and Assessment

    Overview Use the resources below to assist you in assessing the risk tolerance for your clientele.
    Published on March 26, 2015

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on March 26, 2015

    Current PFP News

    Newsletter 1st Quarter Tax and PFP Technical Update with Bob Keebler | AICPA Recommends Estate Tax Portability Relief for Surviving Spouses | Applications for 2015 Leadership Academy
    Published on March 26, 2015

    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 March 26, 2015

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on March 26, 2015

    Series CPA Financial Planning Thought Leadership

    Webcast This webcast series covers a wide variety of technical as well as practice management topics including advising clients on tax, estate, retirement, and elder issues and more.
    Published on March 26, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on March 26, 2015

    Peer Review For Medium Firms

    Overview On the Peer Review page for Medium Firms, you can download the enrollment form, the change form, find a course that helps you prepare for your upcoming peer review, or find information on selecting a peer reviewer.
    Published on March 26, 2015

    Peer Review For CPA Firms

    Overview Resources for CPA firms interested in peer review organized by firm size.  You can download the enrollment form, the change form, find a course that helps you prepare for your upcoming peer review, or find information on selecting a peer reviewer.
    Published on March 26, 2015

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