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    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on August 28, 2014

    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices.
    Published on September 16, 2014

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on January 07, 2015

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
    Published on August 28, 2014

    AICPA Honors Steven Levey and Ted Sarenski

    Article AICPA Honors Steven Levey and Ted Sarenski during the 2014 PFP Advanced Estate Planning Conference.
    Published on March 25, 2014

    CPA/PFS Profile Dan Thomas

    Article 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

    DOL Proposed Regulations

    News Stay up to date on legislative and regulatory issues relating to the DOL proposed regulations.
    Published on April 22, 2015

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 24, 2015

    Portability A Planning Game Changer

    Article The Planner sat down with Steven Siegel  to find out more about portability and to discover what CPA financial planners need to know about this topic.
    Published on November 19, 2013

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on April 13, 2015

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