New York - Holders of the Personal Financial Specialist designation want to take management of that designation away from the American Institute of CPAs, and are willing to pay additional fees to do ...

Las Vegas (Jan. 6, 2004) -- The American Institute of CPAs, at its Personal Financial Planning Technical Conference unveiled a number of initiatives related to its financial planning division ...

Five Star Professional is pleased to announce Thomas L. Bode, CPA/PFS, CFP®, Bode Financial Group Ltd., has been chosen as one of Milwaukee ' Five Star Wealth Managers for 2014. Five Star Professional ...

retirement Entrepreneurship is a path that more workers could find themselves on soon, like it or not. Survival strategies are required for self-starters, and those who’d rather keep their jobs.

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Kyle Bryant, CPA, PFS, has joined Chattanooga’s Evergreen Advisors Wealth Management Group as partner. Mr. Bryant comes to the Evergreen team with nearly 20 years of experience in the accounting ...

Bob is a recent past President of the National Conference of CPA Practitioners and served as Chair of the Issues Committee. Bob recently completed a term as a member of the AICPA Council. Currently, ...