Finance & Accounting "Hot Dates" for January
| January 4 |
FASB Board Meeting and Education Session |
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FASB Boardroom |
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Registration |
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| January 11 |
FASB Board Meeting and Education Session |
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FASB Boardroom
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Registration |
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| January 15-16 |
Implementing PFP Services: Step-by-Step Plans for Success |
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Las Vegas, NV |
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This course will walk you through the most common business models, and share the nuts and bolts of how they operate. The two days will include interactive opportunities to explore different models and to learn best practices. The first day will provide the basics of building an effective financial planning practice. Day two is highlighted by an interactive session with CPAs representing six different ways of doing business in personal financial planning. |
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Registration |
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| January 15-16 |
PFS Exam Review Class |
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Las Vegas, NV |
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Join us for two days of engaging and informative review of all topics covered on the exam, including the personal financial planning process, your professional responsibilities, income tax, estate, retirement, investments and insurance planning. By illustrating concepts with real-life scenarios, the instructors improve your retention for the exam and enable you to increase productivity and income back at the office. |
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Registration |
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| January 16-18 |
AICPA Advanced Personal Financial Planning Conference |
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Las Vegas, NV
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Clients are taking an active interest in managing their personal finances and, in turn, demanding more from their advisors. Are you prepared to respond? This special event will arm you with the proven strategies that will enable you to excel as their trusted advisor and help your clients succeed in attaining their personal financial goals. This dynamic three-day event will include four diverse learning tracks: Investment Management, Wealth Management, Practice Management, and Retirement/Elder Planning. |
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Registration |
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| January 18 |
FASB Board Meeting and Education Session |
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FASB Boardroom
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Registration |
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| January 25 |
Joint FASB/IASB Video Conference Board Meeting |
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FASB Boardroom
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Registration |
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| January 25 |
FASB Board Meeting and Education Session |
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FASB Boardroom |
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Registration |
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| January 31 |
Meeting with FASB's Investors Technical Advisory Committee |
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FASB Boardroom |
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Registration
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Also In This Month's Issue
IRS Audit Requests for Electronic Files Generates Fear of Fishing Expeditions Among Small Businesses
IRS Seeks Public Comment on the Development of a "Real-Time" Tax System