Cpa pfs near me
[PDF File]John P. “Jack” Garniewski, Jr., CPA/PFS, CFP®, AEP®, Chair
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Chairperson John P. “Jack” Garniewski, Jr., CPA/PFS, CFP®, AEP® Contact Details 302-426-4911 / jack@jmfos.com Meeting and Service Commitment Attend annual conference and associated board meeting Board meeting is one full day or a day and a half prior to the start of the annual conference, which is typically held in November.
[PDF File]The Adviser's Guide to Social Security Planning - …
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CPA/Personal Financial Specialist (PFS) Credential . The PFS credential is the only comprehensive financial planning credential that is exclusive to CPAs. Whether a CPA specializes in PFP with his or her clients or interacts with other financial planning professionals, the PFS credential adds credibility. The PFS credential allows CPAs to
[PDF File]Choosing a College Savings Plan - Columbus CPA
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Karl Kunkle, JD, CPA, PFS Partner One PPG Place, Suite 1700 Pittsburgh, PA 15222 412-697-5401 kkunkle@schneiderdowns.com www.schneiderdowns.com Choosing a College Savings Plan February 28, 2017 Page 1 of 5, see disclaimer on final page
[PDF File]Comprehensive Financial Advisor
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• Certiļ¬ed Public Accountant/Personal Financial Specialist (CPA/PFS) = 60* hrs every 3 years (min.) • Financial Planning Association Member = No CE required * Requirement ranges between 60 and 135 hours every three years based on total hours of business experience.
[PDF File]District Attorney of the ANNUAL FINANCIAL STATEMENTS
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Robert]. Laporte, CPA- PFS www.laportccpa.com HOI West Causeway Approach Raelyn C Galliand, CPA MandevHle, Louisiana 70471 Donna M, HoUack. CPA, EA (985) 674-0839 • FAX (985) 674-0826 Metairic, Louisiana (504) 455-2077 • FAX (504) 455-2079 INDEPENDENT ACCOUNTANTS REPORT Honorable Darryl W. Bubrig, Sr. District Attorney of the
[PDF File]Preparation of Financial Statements
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Preparation of Financial Statements 4219 or other suitable form of written agreement between the parties and should includethefollowing:(Ref:par..A7–.A11)
[PDF File]Personal Financial Statement Generic
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GENERAL INFORMATION PERSONAL INFORMATION Are any assets pledged? If yes, please list in schedule below. Business or Employer – Applicant:
[PDF File]“It’s Your Money” A Financial Planning Workshop: Part 2
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“It’s YourMoney” A Financial Planning Workshop: Part 2 May 15, 2020. Gina Chironis, CPA/PFS President &CEO. Clarity WealthManagement. 16440 BAKE PARKWAY, STE. 100, IRVINE, CA …
[PDF File]BOARD FOR LICENSING CONTRACTORS 500 James …
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Oct 31, 2012 · _____ 4. Financial Statement(s) Attached – Must be prepared by a CPA with a “Reviewed” or “Audited” opinion. See pages 5 – 10 for additional financial statement information. Include the following( if required) to prevent delay in processing for Board review: • _____ - Supplemental Personal /Parent Financial Statement (pfs) •
[PDF File]Item 1 Firm Brochure - Alliant Wealth
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4 Item 4 – Advisory Business Millennium Capital Management Corporation dba Alliant Wealth Advisors was founded in 1995 by John A. Frisch, CPA/PFS, CFP®, AIF®, PPCTM, who is the sole and principal owner of the advisory firm.
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