Personal Financial Planning


The AICPA Tax and Personal Financial Planning membership sections, together with a number of prominent legal and financial services organizations, have established the Synergy Summit, a think tank that will advise national policymakers and others on financial planning and wealth preservation issues. The group’s other members are the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals and the American Bar Association’s Real Property, Probate and Trust Law Section and the Estate & Gift Taxes Committee of its Tax Section. Together these organizations represent more than 200,000 accountants, lawyers, financial planners and other professionals. To learn more or to participate in the summit’s activities, go to www.synergypro.org or http://tax.aicpa.org/Resources/Trust+Estate+and+Gift .

SPONSORED REPORT

CPEOs provide peace of mind around payroll services

The creation of these new IRS-certified service providers for small businesses clarifies some issues around traditional professional employer organizations.

QUIZ

8 sentences to help you master subject-verb agreement

When professionals prepare written material for readers inside their organization or outside, they should make sure that no errors distract from the message they need to convey. Take this short quiz for practice in subject-verb agreement.