Articles, Tax Practice Guides & Checklists, Comment Letters, Tools, etc.Discussion Forum, Tax Committees, Member PublicationsAICPA ConferencesTax Section Membership info.Publications, CPE, and Conferences
 
Search
 

Search Options

Printer Friendly View

Tax E-Alerts

News you can use on tax regulations, court decisions, legislation, and practice management.

Read the Alerts




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.

Click here for more information

 
Tax Home > Resources > Trust, Estate and Gift > AICPA Tax and PFP Sections are Part of Synergy Summit Coalition
March 9, 2006
AICPA Tax and PFP Sections are Part of Synergy Summit Coalition

The AICPA Tax Section and the AICPA PFP Section are part of a group of organizations called the Synergy Summit.

 

Synergy Summit is a unified think tank and voice of the leadership of six major financial services organizations.

 

Our purpose is to study, educate, and opine on appropriate issues of mutual interest.

 

These six organizations – the American Institute of Certified Public Accountants’ Tax and PFP Sections, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Real Property, Probate and Trust Section of the American Bar Association, the Estate & Gift Tax Committee of the ABA’s Tax Section and, the Society of Financial Service Professionals – represent over 200,000 lawyers, accountants, financial planners, insurance, and other professionals.

 

Through the Synergy Summit, these six organizations bring to their respective members and national policymakers the coordinated thinking and integrated actions of the nation's largest and most influential financial services organizations.

 

Go to the Synergy Summit Web site