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CEIV Mandatory Performance Framework

Overview The Mandatory Performance Framework is practical non-authoritative framework that defines "how much" work is necessary to provide supportable and auditable fair value measurements.
Published on September 22, 2016

The CPA Advocate Newsletter

Overview The AICPA's advocacy e-newsletter, The CPA Advocate, is dedicated to keeping you informed about the AICPA's advocacy efforts on your behalf. Watch for it in your inbox.
Published on September 22, 2016

The CPA Advocate - Archived Articles 2016

Newsletter The CPA Advocate, is dedicated to keeping you informed about the AICPA's advocacy efforts on the behalf of the CPA profession.
Published on September 22, 2016

Be in Demand Becoming a CPA Financial Planner

Article Young CPAs are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
Published on September 22, 2016

Proactive Planning Opportunities from Your Clients Form 1040

Webcast Archive In this webcast, Bob Keebler and Brooke Salvini will lead you section-by-section through the tax return and provide guidance on the application of key strategies and the best time throughout the year to implement them.
Published on September 22, 2016

Tax Aware Investing Resources

Overview Tax planning is critical to the investment process. Access whitepaper, videos and podcasts for strategies to create Tax Alpha.
Published on September 22, 2016

Gaining Confidence and Building Rapport in Client Meetings

Webcast Archive Learn how to gain confidence and build rapport in client meetings by sharing tips, resources, and their own personal experiences when it comes to building meaningful relationships with clients.
Published on September 22, 2016

Free Session Recordings from the 2016 AICPA Advanced PFP Conference

Conference Materials Access six full session recordings for free from the 2016 AICPA Advanced PFP Conference.
Published on September 22, 2016

Elder Planning and Life Transitions after Retirement

Video Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
Published on September 22, 2016

Financial Services Reform

News Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on September 22, 2016

Current PFP News

Newsletter In this issue: Forefield Spotlight: Financial Questions Checklist | Audio Clips: Withdrawal of Excess Contributions and GST Tax Exemption
Published on September 22, 2016

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 September 22, 2016

Planning After ATRA and the Net Investment Income Tax Toolkit

Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for changes.
Published on September 22, 2016

Personal Financial Planning & CPA/PFS Webcasts

Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
Published on September 22, 2016

Personal Financial Planning CPE & Events

Webcast Our webcasts, conferences and audio streams give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.
Published on September 22, 2016

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