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    What is the Difference Between ElderCare Services and PrimePlus Services

    Article The AICPA changed the ""ElderCare"" brand to ""PrimePlus Services"" to make it easier for clients to see the connection between traditional services and the new, more global approach to the services that older clients need...
    Published on October 25, 2010

    Standing Out in a Crowded Market

    Webcast In this web seminar, Beverly Flaxington, a leading marketing consultant, will share how to best brand and position you and your firm to stand out in your marketplace
    Published on January 30, 2014

    Standing Out in a Crowded Market

    Presentation Beverly Flaxington, a leading marketing consultant, will share how to best brand and position you and your firm to stand out in your marketplace
    Published on January 30, 2014

    Standing Out in a Crowded Market

    Audio Beverly Flaxington, a leading marketing consultant, will share how to best brand and position you and your firm to stand out in your marketplace
    Published on January 30, 2014

    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice
    Published on January 28, 2011

    Members in the News

    Overview ...various personal planning topics. Many of these interview opportunities have been brought to your community by the AICPA as part of its advocacy and outreach efforts to raise the brand awareness of CPA Financial
    Published on March 01, 2011

    An Introduction to Forefield Newsletters

    Overview Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to financial professionals to create customized, FINRA-reviewed and fully branded newsletters for clients.
    Published on June 05, 2013

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 16, 2014

    Elder Planning Glossary

    Glossary Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
    Published on January 15, 2013

    Why One Firm Decided to Offer Elder Planning Services

    Article In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
    Published on January 15, 2013

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