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    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

    Managing a PFP Practice

    Video Managing a PFP Practice will give you the guidance necessary to help you manage your practice successfully and profitably.
    Published on July 17, 2013

    PFP Engagement Workbook

    Template The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed
    Published on March 24, 2011

    Personal Financial Planning Engagement Work Program

    Tools The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed. Since PFP services can vary significantly based on the circumstances and
    Published on January 28, 2011

    An Interview with Mike Seefeld

    Member Profile CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services.
    Published on April 28, 2011

    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

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on May 17, 2013

    Independence and Conflicts of Interest

    Overview Learn about independence as it relates to providing investment advisory services.
    Published on April 06, 2010

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on April 17, 2014

    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

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