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    Checklist Are Investment Advisory Services Right for You

    Checklist This checklist can help you evaluate your strengths and weaknesses and identify developmental needs before you move forward with the delivery of IAS services. Access a link to download the checklist...
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist for Evaluation Prospective PFP Clients

    Checklist Use this checklist to evaluate if a new or existing client will benefit for personal financial planning services
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist for Evaluating Prospective PFP Clients

    Checklist Finding new clients is critical to growing a PFP practice. However, finding the right clients is even more important to your success. This tool will help you to evaluate your existing clients for PFP services.
    Published on March 24, 2011

    SSPFPS Checklist Documentation

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    SSPFPS Checklist Pre-Engagement

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    3.8% Healthcare Surtax Checklist for Individuals

    Checklist Use this checklist to address 3.8% Medicare surtax issues and planning strategies for individuals
    Published on January 29, 2014

    Post-Engagement Checklist

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on February 21, 2014

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