The AICPA released an exposure draft of a Proposed Statement on Standards in Personal Financial Planning Services on Tuesday as part of an initiative that’s expected to help boost the profile of CPA ...

In the wake of the new tax law, increased demand for retirement planning services and tax planning extends beyond the wealth management industry. To help meet this need, the American Institute of ...

With the Baby Boomer generation hitting retirement age, personal financial planning has become an increasingly important service for many accounting firms. But practitioners are dealing with plenty of ...

The Woodbury School of Business at Utah Valley University is nationally known for the way it prepares students to work in the financial planning industry through the UVU Personal Financial Planning ...

LAS VEGAS, Nevada, June 12-- The American Institute of Certified Public Accountants issued the following news release: The American Institute of CPAs (AICPA) today honored 17 CPAs under the age of 40 ...

Reporters encouraged to attend virtually PFP Conference joins 7 other conferences as part of AICPA ENGAGE Program features 70+ sessions of technical and practical content in tax, retirement, estate, ...

NEW YORK--(BUSINESS WIRE)--The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ...

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam. For the first ...

The American Institute of CPAs introduced a Personal Financial Planning Certificates Program on Wednesday, giving accountants a new way to gain the AICPA’s Personal Financial Specialist credential.