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    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

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before
    Published on April 22, 2015

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics
    Published on November 24, 2014

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources
    Published on August 25, 2014

    Inside Information February 2015

    Newsletter The February 2015 edition of Inside Information* covers dimensions of risk, your CRM buyer’s guide, useful apps for your practice, best planning ideas from the AICPA PFP Conference, and what to watch for this year
    Published on February 02, 2015

    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on February 19, 2015

    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices
    Published on September 16, 2014

    Dealing with the Inevitable Social Security & Medicare

    Webcast Join us for a discussion on a topic that every CPA and their clients will face: dealing with Social Security and Medicare.
    Published on June 06, 2012

    The CPAs Guide to Investment Advisory Business Models

    Guide As a CPA financial planner, you face a confusing array of compliance guidelines. In this guide, you will find valuable information
    Published on May 03, 2013

    What You Need to Know About the New PFP Standards

    Article ...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 May 05, 2014

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