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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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Message from PFP Executive Committee Chair
The PFP Executive Committee has been following developments with the U.S. Securities and Exchange Commission (“SEC”) in connection with their proposed amendments to Form ADV, Part 2. In response to the proposal, the committee commented to the SEC with the overall intention of keeping the best interest of the investing public at the forefront while also not placing unnecessary burden on practitioners. Click here to read the comments.
Message from PFS Credential Committee Chair
The first PFP Networking Group meeting occurred May 1-2, 2008 at the AICPA offices in New York. It was a huge success and the charter members are planning another meeting to take place in July 2008. The second meeting will be open to all PFP Section members and PFS Credential Holders and is planned to focus on PFP case studies, practice management, and marketing. Find out more information on the PFP Networking groups by visiting www.pfpnetworking.org.
PFP News and Communications
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PFP Alerts: |
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Economic Stimulus payments in IRAs and other tax-advantaged accounts can be withdrawn without adverse tax consequences |
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Tax incentives gives businesses a great opportunity in calendar year 2008 |
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Freezes on home equity lines of credit (HELOCs) give homeowners the big chill |
To read more about these alerts, visit the PFP Center homepage at www.aicpa.org/PFP. Click on the icon that reads “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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Live Web Events from the PFP Section |
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May 2008 |
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Welcome to the May issue of Links - providing you with exclusive access to monthly PFP member communications. |
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PFP eNews |
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Now that students have received their college acceptance and financial aid letters, clients will be turning to CPAs for advice on education funding options. This issue examines how the credit crunch has affected college financing. It also highlights the AICPA/Moss Adams CPA Financial Planning Practice Study, a comprehensive examination of PFP practices. The PrimePlus/ElderCare News section includes information on credit problems facing seniors, the current state of reverse mortgages and a new source of information on troubled nursing homes. Read More |
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AICPA/Moss Adams CPA Financial Planning Practice Study |
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In addition to the executive summary of the study being posted to the PFP Center Web site, you can now access a replay of the study results seminar and presentation led by Rebecca Pomering and Ken Evans of Moss Adams LLP. PFP Section members receive a 20% discount off of the full study price. Enter code MOSSD upon check out. |
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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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