An edition of Guide to developing and managing a CPA personal financial planning practice
(2012)
Guide to developing and managing a CPA personal financial planning practice
by American Institute of Certified Public A...
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Personal Finance| Edition | Availability |
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1
Guide to developing and managing a CPA personal financial planning practice
2012, American Institute of Certified Public Accountants, Inc.
in English
193735072X 9781937350727
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Book Details
Table of Contents
1. Introduction to developing and managing a CPA personal financial planning practice
2. Developing a personal financial planning practice
3. Organizing the practice
4.Managing a personal financial planning practice
5. Marketing personal financial planning services
Appendix A: IRS releases new guidance on internal revenue code section 7216 regulations
Appendix B: New internal revenue code section 7216 regulations become effective. Sample consent forms
Appendix C: Checklists
Appendix D: AICPA member practice guide on privacy protection provisions of the Gramm-Leach-Bliley Act and related Federal Trade Commission regulations
Appendix E: Investment adviser issues
Appendix F: Designing a business plan for personal financial planning services
Appendix G: AICPA professional liability plan
Appendix H: Illustrations of engagement letter explanations of historical and prospective information
Appendix I: Standard engagement letter for a compilation of personal financial statements
Appendix J: Illustrative personal financial planning transmittal letter
Appendix K: Illustrative engagement letter 1: general financial planning engagement with explanation of the financial planning process
Appendix L: Illustrative engagement letter 2: general financial planning engagement-short version
Appendix M: Illustrative engagement letter 3: to prepare personal financial plans for corporate executives
Appendix N: Illustrative engagement letter 4: general financial planning engagement-comprehensive version
Appendix O: Illustrative engagement letter 5: limited scope engagement
Appendix P: Illustrative engagement letter 6: investment advisory agreement Appendix Q: Personal financial planning questionnaire.
Edition Notes
"PPM1209P"-back cover.
"AICPA, Personal Financial Planning Section" --front cover.
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| October 18, 2020 | Created by MARC Bot | import new book |