Inside Information - A Message from Bob Veres
...of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients. Includes newsletter, media reviews, and
Published on March 23, 2012
AICPA Personal Financial Planning Trend Survey
Identify current trends CPA financial planners and their clients are facing.
Published on April 27, 2015
Bob Veres Media Reviews
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you
Published on April 30, 2015
Bob Veres E-Columns
In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on February 09, 2015
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on August 21, 2014
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
2014 Year in Review
Recap of PFP milestones and resources released or revised in 2014.
Published on April 13, 2015
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