Financial Planning

New York -- The American Institute of CPAs’ Personal Financial Planning Division has honored CPA/PFS William J. Goldberg with the division’s Distinguished Service Award for financial planning.

by Bob Rywick

by Thomas Dalpiaz

Chase Inks Deal with C2B as Preferred Provider: JPMorgan Chase has signed an agreement to become the preferred provider of small business banking services through the American Institute of CPAs’ Business Solutions program, CPA2Biz Inc., the institute’s Internet portal.

by Bob Rywick

by Cynthia Harrington

FPA Names Pro Bono Advisory Committee: In keeping with its pledge to make pro bono services available to those in need, the Financial Planning Association has formed an advisory committee to help it identify populations in need of help and to establish guidelines to be used by FPA pro bono volunteers.

by Bob Rywick

by Melissa Klein

by Steven I. Levey