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Below are recent media interviews in which CPA Financial Planners, including PFS credential holders, have participated on various personal planning topics. Many of these interview opportunities have been brought to your community by the AICPA as part of its advocacy and outreach efforts to raise the brand awareness of CPA Financial Planners and the PFS credential. These interviews will be periodically updated, so please visit the site often to see the latest postings.
December 2007
Next Year, I will need help with IRA and 401(k) rules
December 30, 2007
Article, St. Louis Post-Dispatch, David Heilich
Resolved
December 30, 2007
Article, The Oklahoma, Jimmy Williams
Last-minute tax fix to delay refunds
December 24, 2007
Article, San Antonio Express-News, Julia Norton
Homing instincts in tricky market
December 16, 2007
Article, Austin-American Statesman, Donna Welsing
New margin tax sure to catch businesses off guard
December 16, 2007
Article, San Antonio Express-News, Steve Bankler
Life Savings: Donate appreciate securities to charity for maximum benefit
December 16, 2007
Article, Dow Business News, Michael Eisenberg
Rethinking your portfolio
December 10, 2007
Article, San Antonio Express-News, Michelle Scarver
Now is the time to get tax papers in order and learn more about AMT
December 2, 2007
Article, Fort Collins Coloradoan, James L. Watt
Can you transfer funds from an employer account to a Roth IRA?
December 2, 2007
Article, St. Louis Post-Dispatch, Les Block
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