Guide to developing and managing a CPA personal financial planning practice
Publisher: American Institute of Certified Public Accountants, Inc.
Published: 2012
Place of publication: New York
Language: eng
Number of pages: 153
ISBN-13: 9781937350727
Subjects: Personal Finance
Notes: "PPM1209P"-back cover.

"AICPA, Personal Financial Planning Section" --front cover.
Table of contents: title: 1. Introduction to developing and managing a CPA personal financial planning practice; title: 2. Developing a personal financial planning practice; title: 3. Organizing the practice; title: 4.Managing a personal financial planning practice; title: 5. Marketing personal financial planning services; title: Appendix A: IRS releases new guidance on internal revenue code section 7216 regulations; title: Appendix B: New internal revenue code section 7216 regulations become effective. Sample consent forms; title: Appendix C: Checklists; title: Appendix D: AICPA member practice guide on privacy protection provisions of the Gramm-Leach-Bliley Act and related Federal Trade Commission regulations; title: Appendix E: Investment adviser issues; title: Appendix F: Designing a business plan for personal financial planning services; title: Appendix G: AICPA professional liability plan; title: Appendix H: Illustrations of engagement letter explanations of historical and prospective information; title: Appendix I: Standard engagement letter for a compilation of personal financial statements; title: Appendix J: Illustrative personal financial planning transmittal letter; title: Appendix K: Illustrative engagement letter 1: general financial planning engagement with explanation of the financial planning process; title: Appendix L: Illustrative engagement letter 2: general financial planning engagement-short version; title: Appendix M: Illustrative engagement letter 3: to prepare personal financial plans for corporate executives; title: Appendix N: Illustrative engagement letter 4: general financial planning engagement-comprehensive version; title: Appendix O: Illustrative engagement letter 5: limited scope engagement; title: Appendix P: Illustrative engagement letter 6: investment advisory agreement  Appendix Q: Personal financial planning questionnaire.