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    The CPAs Role in Estate Planning

    Article In providing estate planning services, CPAs provide services far beyond straightforward financial analyses. This planning area requires a special sensitivity to the dynamics of the client's entire life?family, finances, business, lifestyle, and goals.
    Published on May 11, 2010

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
    Published on April 17, 2014

    Getting Started in Elder Planning Services

    Article Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
    Published on July 18, 2013

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on April 18, 2014

    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

    Bob Veres E-Columns

    Newsletter 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 April 11, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on April 08, 2014

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    Business Structure Plays a Key Role for CPA Planners in Business Continuity

    Article CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
    Published on September 20, 2010

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