Financial Servces
AICPA - The American Institute of CPAs Latest News from The American Institute of CPAs
-
Technology for a Tax and Financial Planning Business
on September 27, 2020 at 12:15 pm
Tools, resources and guidance on software solutions available to CPA financial planners delivering advice to individuals in the areas of tax, retirement, estate, risk management and investments. […]
-
The Adviser's Guide to Financial and Estate Planning Video Series - 2019
on September 27, 2020 at 12:15 pm
Short learning opportunities and guidance for CPAs and financial planners to use to advise clients. […]
-
Current PFP News
on September 27, 2020 at 12:15 pm
PFP News provides exclusive access to upcoming events, regulatory updates, Broadridge Advisor alerts and other valuable information related to the PFP Community. […]
-
PFS credential reinstatement application
on September 27, 2020 at 12:15 pm
To reinstate your PFS credential, please fill out and submit the application below. All applicants must be Regular, Honorary, International Associate or Non-CPA Associate members in good standing. […]
-
Podcast Series: SECURE Act
on September 27, 2020 at 12:15 pm
As the SECURE Act passes Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients including the most urgent issues to address with your clients. […]