Personal Financial Planning

Personal Financial Planning White Papers 


Featured PFP White Papers

From Client Tax Returns to Value-Added Financial Planning White Paper Cover

From Client Tax Returns to Value-Added Planning — A Guide for CPAs

CPAs considering whether to add planning services to a tax-focused practice can meet the growing need for experts who can respond to volatile political, economic and market conditions by helping individuals develop and execute wealth-building strategies. CPAs will increase their chances for success if they research, evaluate and make crucial business decisions before launching a PFP practice.

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