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12548390
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 22-24, 2016.
12525303
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®,President & CEO of Paraklete® Financial, Inc. (PFI) and Thomas Neal Tillery, CFP®, AEP® CLU®, ChFC®, CRPC®, LUTCF, Vice President & Chief Compliance Officer, moderate AICPA Personal Financial Planning Boot Camp
12525020
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be in Las Vegas, NV
12525018
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be held in Las Vegas, NV
12522099
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) begins role as Chair of AICPA’s Personal Financial Specialist Credential Committee, October, 2015
12463196
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 17-19, 2015.
By Alliance of Comprehensive Planners
Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator
12429359
By Kent State University
Kent State University’s College of Business Administration’s Associate Professor of Accounting Wendy Tietz, Ph.D., was named the recipient of the 2014 Bea Sanders/ AICPA Innovation in Teaching award.
12388355
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc will be one of the featured speakers in the Audio Webcast 'Addressing Client Life Insurance Questions in Your Practice' on Thursday, November 6, 2014 at 1:00 PM ET.
12386743
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.
12386326
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385582
By Paraklete® Financial, Inc.
Susan M. Tillery will be a panelist in the session: From Client Tax Returns to Value-Added Financial Planning: How CPAs Can Get in the Game presented on October 22, 2014 from 1pm-2:45pm ET.
By Alliance of Comprehensive Planners
Alliance of Comprehensive Planners, an association of fee-only financial planners, is rolling out a new membership category for financial planners who have an established practice.
12335559
By Paraklete® Financial, Inc.
Paraklete® Financial, Inc., a fee-only financial planning firm headquartered in Kennesaw, Georgia, has opened another location in the metro DC area.
12321510
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
12321474
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.
By RBSM, LLP
RBSM, LLP announces the opening of its office in the San Francisco Bay Area and the admittance of S. Sam Berde as a Partner in the Firm. The addition of Berde further strengthens the firm's strategic objective of expansion in the US.
By American Society of Appraisers
Sharing information with attendees about the Society's Business Valuation accreditation programs, continuing education courses and 2013 Advanced Business Valuation Conf., as well as information about its PEECP path to membership will be main focus.
By McGladrey LLP
Industry leader helped build one of New England’s largest CPA firms

All Press Releases

By Paraklete® Financial, Inc.
W. Ashley Thiem, CPA, of Paraklete Financial, Inc. in Charleston, SC is selected as one of 22 recipients of the first annual 'Standing Ovation Honors.'
By Paraklete® Financial, Inc.
Client Advocacy: Susan Tillery, CPA/PFS, Takes a Unique Approach
12548390
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 22-24, 2016.
12525303
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®,President & CEO of Paraklete® Financial, Inc. (PFI) and Thomas Neal Tillery, CFP®, AEP® CLU®, ChFC®, CRPC®, LUTCF, Vice President & Chief Compliance Officer, moderate AICPA Personal Financial Planning Boot Camp
12525020
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be in Las Vegas, NV
12525018
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be held in Las Vegas, NV
By Paraklete® Financial, Inc.
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) taught the AICPA Personal Financial Planning Boot Camp sponsored by the Ohio Society of CPAs December 9-11, 2015.
12522099
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) begins role as Chair of AICPA’s Personal Financial Specialist Credential Committee, October, 2015
By The Georgia Society of CPAs
One of a Talented Group of CPAs Prepared to Help Lead the Profession into the Future
12463196
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 17-19, 2015.
By GSCPA
American Institute of CPAs Award Honors Outstanding CPA Exam Performers for Top CPA Exam Scores for 2014
By McGladrey LLP
McGladrey LLP, the nation’s leading provider of assurance, tax and consulting services focused on the middle market, is pleased to announce that four of its employees were recently named by the American Institute of CPAs (AICPA) as winners of its 2014...
By Alliance of Comprehensive Planners
Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator
By NC State University Poole College of Management
Report by NC State Poole College’s Enterprise Risk Management Initiative and American Institute of CPAs finds investment in structured enterprise-wide risk oversight lags despite recognition of high-risk business environment
12429359
By Kent State University
Kent State University’s College of Business Administration’s Associate Professor of Accounting Wendy Tietz, Ph.D., was named the recipient of the 2014 Bea Sanders/ AICPA Innovation in Teaching award.
12388355
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc will be one of the featured speakers in the Audio Webcast 'Addressing Client Life Insurance Questions in Your Practice' on Thursday, November 6, 2014 at 1:00 PM ET.
12386743
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.
By CIMA Canada
Join CIMA Canada and speaker Amanda Lang at the Bram and Bluma Appel Salon, Toronto on Thursday, October 30th to explore how organizations can nurture a culture of innovation, and how that innovation can transform the 21st century
12386326
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
By Paraklete® Financial, Inc.
Susan Tillery is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385582
By Paraklete® Financial, Inc.
Susan M. Tillery will be a panelist in the session: From Client Tax Returns to Value-Added Financial Planning: How CPAs Can Get in the Game presented on October 22, 2014 from 1pm-2:45pm ET.
By Alliance of Comprehensive Planners
Alliance of Comprehensive Planners, an association of fee-only financial planners, is rolling out a new membership category for financial planners who have an established practice.
12335559
By Paraklete® Financial, Inc.
Paraklete® Financial, Inc., a fee-only financial planning firm headquartered in Kennesaw, Georgia, has opened another location in the metro DC area.
12321510
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
12321474
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.
By McGladrey LLP
McGladrey names Richard Caturano national leader of culture, diversity and inclusion
By RBSM, LLP
RBSM, LLP announces the opening of its office in the San Francisco Bay Area and the admittance of S. Sam Berde as a Partner in the Firm. The addition of Berde further strengthens the firm's strategic objective of expansion in the US.
By Alvarez Company PA CPA Firm
José A. Alvarez, Managing Director of the Apollo Beach firm Alvarez Company PA CPA Firm, has been awarded the Chartered Global Management Accountant (CGMA) designation from the AICPA & Chartered Institute of Management Accountants.
By American Society of Appraisers
Sharing information with attendees about the Society's Business Valuation accreditation programs, continuing education courses and 2013 Advanced Business Valuation Conf., as well as information about its PEECP path to membership will be main focus.

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