Personal Financial Planning


The Financial Advisor agreed to publish a correction of erroneous information that appeared in its September issue about the AICPA’s personal financial planning division ( www.aicpa.org/download/pfp/ ). In addition the magazine’s editors agreed to print a letter from the AICPA and to highlight in an upcoming issue the activities of the PFP membership section. The AICPA continues to support the PFP specialty practice area—which includes the membership section and the Personal Financial Specialist (PFS) credential program—and is building a stronger community of financial planners, enhancing member competencies and increasing communications and outreach to this important group. Information about the practice area and the credential is available at www.aicpa.org/pfp .

SPONSORED REPORT

States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.