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To ensure receipt of our emails, please add AICPA_PFP_Sectio@email.aicpa.org to your Address Book.
For instructions on how to add, please click here. Thank you! |
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Joint Message from PFP and PFS Committees
We are pleased to present the first ever study to profile the CPA Financial Planner universe – a joint effort between the AICPA and Moss Adams LLP. The study brings the best practices of the most successful firms to the forefront while also pointing out challenges along the way. CPA financial planning practices are growing at a faster pace than the broader industry. Read the executive summary and purchase the full study report to learn more. PFP Section members receive 20% off of the AICPA member price. Enter code MOSSD upon check out.
PFP News and Communications
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PFP Alerts: |
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Heath Ledger story puts spotlight on need to keep will updated |
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More on stimulus payments |
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New $100 minimum makes US Treasury Securities more accessible |
To read more about these alerts, visit the PFP Center homepage at www.aicpa.org/PFP. Click on the icon that reads “Go To Forefield Advisor”. You will be prompted to enter your PFP Center Web site user id and password at which time you will be taken directly to the Forefield homepage where these detailed alerts reside. |
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April 2008 |
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Welcome to the April issue of Links - providing you with exclusive access to monthly PFP member communications. |
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PFP eNews |
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This issue examines a variety of timely developments facing clients in an uncertain economy and provides an update on recent tax news. The PrimePlus/ElderCare News section looks at hidden 401(k) fees and fading retirement prospects for some Baby Boomers. We also feature information on the valuable upcoming AICPA Tax Strategies for High-Income Individuals Conference. Read More |
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AICPA Advanced PFP Conference Survey |
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Provide feedback to shape future PFP conferences. Click here to begin the survey that will remain open through Friday, May 9th. |
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Financial Literacy News Bulletin |
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Remain in touch with financial literacy efforts occurring around the country. Read the AICPA periodic news update. |
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Web Registration |
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To log in, use your AICPA.org or CPA2Biz.com user name and password. If you are not registered on the PFP Web site, click here. Registered but forgot your user name, click here. Registered but forgot your password, click here. Should you need assistance with the Web site or log in process, please contact the service center by dialing 888.777.7077 (option #3 and then option #1) or service@aicpa.org. |
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For any questions about prior orders, membership or related issues,
please email service@aicpa.org or call 888-777-7077.
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