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
Triage Racing to Keep Up With the DOMA Decision
This article will provide planners with a basic background of DOMA planning issues, practice tips to assess the situation, and a list of resources that that will be beneficial to their practice.
Published on September 16, 2013
CPA/PFS Profile Dan Thomas
As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
Published on April 11, 2014
2012 Gift Tax Return Tips and Traps
This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns.
Published on July 11, 2014
CPA/PFS Profile Susan Bruno
This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
Published on June 23, 2014
DOL Proposed Regulations
Stay up to date on legislative and regulatory issues relating to the DOL proposed regulations.
Published on April 22, 2015
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
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 24, 2015