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- 2012288378 contributor B12488760.
- 2012288378 created "c2012.".
- 2012288378 date "2012".
- 2012288378 date "c2012.".
- 2012288378 dateCopyrighted "c2012.".
- 2012288378 description "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.".
- 2012288378 extent "ix, 153 p. ;".
- 2012288378 identifier "193735072X".
- 2012288378 identifier "9781937350727".
- 2012288378 issued "2012".
- 2012288378 issued "c2012.".
- 2012288378 language "eng".
- 2012288378 publisher "New York : American Institute of Certified Public Accountants, Inc.,".
- 2012288378 subject "Finance, Personal.".
- 2012288378 subject "HG179 .G818 2012".
- 2012288378 tableOfContents "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.".
- 2012288378 title "Guide to developing and managing a CPA personal financial planning practice.".
- 2012288378 type "text".