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    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 August 22, 2011

    An Interview with Debra Wright

    Member Profile Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm...
    Published on October 13, 2010

    Fiduciary Responsibility Fact Sheet

    Overview A fiduciary's duty is to act in the interest of the plan's participants and beneficiaries to provide benefits. With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents.
    Published on March 03, 2010

    PFP Division 2011 Year in Review

    Article With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
    Published on September 23, 2013

    Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould

    FAQ This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
    Published on September 27, 2013

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter 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

    2012 Gift Tax Return Tips and Traps

    Article This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns.
    Published on September 16, 2013

    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 24, 2014

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