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    An Interview with Debra Wright

    Member Profile 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 that this would be an attractive practice area given the demographics of...
    Published on October 13, 2010

    An Interview with Mike Seefeld

    Member Profile 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

    CPA/PFS Credential Recertification

    Overview 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...
    Published on June 26, 2012

    One CPAs Story on Becoming a Registered Investment Advisor

    Member Profile CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships.
    Published on March 24, 2011

    Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould

    FAQ This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
    Published on September 27, 2013

    PFP Tax News

    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 07, 2014

    Young Emerging Financial Planner - Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 20, 2013

    Implementing Section 7216

    Article IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
    Published on January 28, 2011

    PFP Division 2011 Year in Review

    Article ...PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review
    Published on September 23, 2013

    CPA/PFS Credential Frequently Asked Questions FAQ

    FAQ Frequently asked questions about the Personal Financial Specialist credential.
    Published on August 01, 2013

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