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 May 05, 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 March 19, 2015
Portability A Planning Game Changer
The Planner sat down with Steven Siegel to find out more about portability and to discover what CPA financial planners need to know about this topic.
Published on November 19, 2013
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