The Planner Newsletter


March/April 2014

Chair Message



The CPA/PFS credential committee has worked hard to update the components necessary for a CPA to embark on the path to earning the CPA/PFS credential. Quality education and exam review are critical components of this pathway, and to that end, we now offer live and virtual PFP Boot Camps to help you prepare for the PFS exam or simply refresh your tax, estate, retirement, risk management and investment planning skills.

These classes provide a systematic overview of all PFP topics, including the new Statement on Standards in PFP Practice, and are taught by Tom Tillery, an experienced practitioner and instructor who covers the material in an engaging format and includes real-life scenarios and practical guidance. The classes are discounted for PFP/PFS members and qualify for sponsorship to reimburse the cost of the class and PFS exam.

Learn more and register for upcoming boot camps(offered live May 14-16 in Denver, CO and virtually May 5, 12, 22 and 29) and the summer PFS exam (offered June 19 - July 31, 2014 at regional testing centers throughout the country).

Dan Thomas, CPA/PFS
Chair, CPA/PFS Credential Committee




In This Issue (also available in pdf format):


View Planner in pdf (printable) format.

View upcoming PFP webcasts and conferences.

View Planner archives.

Editorial Advisory Board:
Kelly Allen, CPA, Kelly Allen & Associates, Inc., San Bernardino, CA; Lyle K. Benson, Jr., CPA/PFS, CFP®, L.K. Benson & Company, Baltimore, MD; Clark M. Blackman II , MA, CPA/PFS, CFA, CFP®, Alpha Wealth Strategies, Kingwood, TX; Randi K. Grant, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Miami, FL; Deena B. Katz, CFP®, Associate Professor, Texas Tech University, Lubbock, TX; Marsha G. LePhew, CPA/PFS, CFP®, ChFC, LePhew Financial Services, Inc., Rock Hill, SC; Susan McAndrew, CPA, AICPA, Gainesville, FL; Michael McConnell, CPA/PFS, CFP®, CliftonLarsonAllen LLP, Minneapolis, MN; Lawrence W. McKoy, CPA/PFS, CFP®, Dixon Hughes Goodman, LLP, Glen Allen, VA; Leslie D. Michael, CPA/PFS, CFP®, Michael Associates, LLC, Indianapolis, IN; Andrea R. Millar, CPA/PFS, AICPA, Durham, NC; Theodore J. Sarenski, CPA/PFS, CFP®, Blue Ocean Strategic Capital, LLC, Syracuse, NY; Michele L. Schaff, CPA/PFS, MPA, AIFA, Ardor Financial Group, Northfield, IL; Kenneth J. Strauss, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Fort Lauderdale, FL; Dale Walters, CPA/PFS, CFP®, Keats, Connelly & Associates, Phoenix, AZ; James D. Warring, CPA/PFS, CFP®, EagleStone Wealth Advisors, Inc., Rockville, MD; Jimmy J. Williams, CPA/PFS, CFP®, Compass Capital Management, LLC, McAlester, OK.