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    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing.
    Published on April 08, 2015

    Commissions and Referral Fees

    Professional Standards Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals.
    Published on March 05, 2013

    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 April 22, 2015

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
    Published on September 16, 2014

    SpectremAdvisor Newsletter and Reports

    Overview SpectremAdvisor.com is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
    Published on July 23, 2014

    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 April 08, 2015

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