Tillery receives PFP Distinguished Service Award


Susan Tillery, president and co-founder of Paraklete Financial Inc., received the AICPA's 2019 Personal Financial Planning (PFP) Distinguished Service Award. The award is granted annually to a member whose volunteer efforts have made significant contributions to the personal financial planning profession.

Over the course of nine years as a volunteer at the AICPA, Tillery has led the revamping of the AICPA PFP Body of Knowledge. She helped create content for the AICPA's university curriculum in financial planning and the five-part financial planning certificate.

She serves as chair of the PFP Executive Committee. She has also served as a member of various AICPA groups including the PFS Credential Committee, PFP/Tax Strategy Advisory Group, PFP Advisory Task Force, PFP Firm Strategy Task Force, PFS Education Task Force, PFP Pathway Task Force, and PFP Publications & Education Task Force.

SPONSORED REPORT

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.