An Interview with Debra Wright
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
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
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
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
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
Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals.
Published on March 05, 2013
Independence and Conflicts of Interest
Learn about independence as it relates to providing investment advisory services.
Published on April 06, 2010
Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on May 17, 2013
CPA/PFS Credential Recertification
Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential. CPAs are notified when their recertification date occurs. Learn more.
Published on June 26, 2012
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
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