Join the AICPA PFP Membership Section
...200 Is a Small Price to Pay—Consider Membership an Investment in Your Future
Published on August 09, 2013
Corporate-Owned Life Insurance
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations
Published on May 10, 2010
FAQs for CPA/PFS Credential Holders
Frequently asked questions about the CPA Personal Financial Specialist Credential.
Published on April 17, 2014
CPA/PFS Profile Gina Chironis
Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe.
Published on September 17, 2013
Illustrative Engagement Letter for an Investment Advisory Agreement
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 23, 2010
Introduction to Investment Planning
Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. One of the key building blocks for a successful investment advisory practice is a strong custodial relationship.
Published on March 24, 2011
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on April 16, 2014
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on April 08, 2014
Private Annuities as an Aid to Medicaid Eligibility
Clients often ask CPA Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility
Published on May 16, 2011
Estate Planning Protecting Your Family, Providing for Your Wishes
Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family.
Published on September 30, 2010