Financial Services and Advisories

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 2:25 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 2:25 pm

    Short learning opportunities and guidance for CPAs and financial planners to use to advise clients. […]

  • Current PFP News
    on September 27, 2020 at 2:25 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 2:25 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 2:25 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. […]