Special Report Non-Compliant IRA Trusts and Circular 230 Issues
Free special report on non-compliant IRA trusts and Circular 230 issues from the author of The IRA Distribution Rules: IRS Compliance and Audit Issues
Published on September 09, 2014
Learn about the retirement planning services you can offer to provide peace of mind for your clients. Help your clients evaluate and select strategies that are the best fit.
Published on November 03, 2014
Podcasts from the Personal Financial Planning Division
The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
Published on March 26, 2015
2014 Year in Review
Recap of PFP milestones and resources released or revised in 2014.
Published on April 13, 2015
PFP Tax 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 08, 2015
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on October 06, 2014
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