The future is Planning & Tax Advisory Services.
Save 20% when you bundle the PFP and Tax Sections

Featured Benefits:

  • Choose up to 8 free section webcasts each year worth 16 CPE hours
  • Impact of Tax Reform on Planning Toolkit
  • Tax Reform Resource Center
  • Retirement Planning Resource Center
  • IRS representation templates, checklists and more
Tools & Resources
PFP Section Membership
Tax Section Membership
Membership in Both Sections
Four free PFP webcasts each year (up to 8 hours of CPE)
Four free tax webcasts each year (up to 8 hours of CPE)
PFP learning library of webcasts, podcasts and videos
Tax learning library with webcast archives on trending technical topics, ethics, and practice management
Bob Veres Inside Information ($349 annual value)
Annual Tax Compliance Kit with go-to resources for engagement letters, organizers, checklists, and guides
Practice guides on topics like retirement, estate planning and Social Security
Tax resource library with guidance on technical tax issues, ethics and professional standards and more
Over 3,000 client-friendly pieces in Broadridge Advisor ($499 annual value)
Practice management resources such as templated client letters and practice tools
Weekly PFP Newsletter & Financial Planning Digest
Award-winning magazine, The Tax Adviser & monthly Tax Section Newsletter
Your first year’s dues may be prorated based on the month that you join.