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NEWS AND OTHER CENTER COMMUNICATIONS

AICPA/Moss Adams CPA Financial Planning Practice Study Results
The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices. Learn More>>
Upcoming Web Seminar: Tales of the Tax Return
Our next web seminar is scheduled for May 19, 2008. John Napolitano CPA/PFS, MST, CFP® will teach you how to do what all CPAs should do with the information collected during a tax engagement to deliver more proactive and holistic financial planning services to your clients. Join us to discover how to uncover planning opportunities within the tax return and provide valuable services to your client. Learn More>>
Forefield Advisor Operating at the intersection of leading-edge financial planning and state-of-the-art technology, Forefield Advisor is a world-class client education and communication tool and is now available to PFP Section members at no additional charge. Learn More>>
View the Highlights From the AICPA Advanced PFP Conference Which Took Place January 20-23 at Caesar's Palace in Las Vegas.
As a benefit to PFP Section members and PFS credential holders, you can download and view Conference Highlights by visiting our Video Download Page.
Learn More>>
Gain quick access to the most popular benefits of the PFP site including PFP Alerts, upcoming Web Seminars, PFP and PFS Chair Letters, Planner, E-newsletter, Client Templates, and the PFS Marketing Toolkit.
We welcome your feedback on ways we can make the Center more useful and valuable for you.
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