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As a tax practitioner, you may have contemplated adding personal financial planning services to your practice. There is a natural progression to go from being your client's most trusted tax advisor to also being their most trusted personal financial advisor. But you have questions: will it be profitable? How do I get started? What are other CPA firms doing? All of these questions are addressed in a new research study published by the AICPA's PFP Section that can show you how to expand your services into this lucrative niche area that is a great compliment to your tax practice.

The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices- AICPA/Moss Adams CPA Financial Planning Practice Study.

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AICPA Details International Tax Competitiveness Concerns to Senate Finance Committee

This July 15, 2003, AICPA written statement was submitted for the record of the Senate Finance Committee hearing on international competitiveness. It includes several attachments of prior AICPA comments, including: a summary of the AICPA's most urgent international tax concerns; the May 1, 2003, AICPA Comments to the Honorable Amo Houghton, Chairman of the Subcommittee on Oversight of the House Ways and Means Committee, on H.R. 285, the Fairness, Simplification and Competitiveness for American Business Act of 2003; the September 30, 2002, AICPA Comments to the Honorable William M. Thomas, Chairman of the House Ways and Means Committee, on the International Tax Provisions in H.R. 5095, the American Competitiveness and Corporate Accountability Act; the February 7, 2002, AICPA Comments on Recommendations of the Staff of the Joint Committee on Taxation to Simplify the Federal Tax System; and the April 26, 2001, AICPA Testimony to the Senate Committee on Finance Holding Hearings on Tax Simplification.

 

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