Provided by James R. Martin, Ph.D., CMA
Professor Emeritus, University of South Florida
Budgeting Main Page |
Cash and Credit Main Page
AICPA. 2008. 2007 AICPA/Moss Adams CPA Personal Financial Planning Practice Study. AICPA.
AICPA. 2012. Guide to Developing and Managing a CPA Personal Financial Planning Practice. AICPA.
Anders, S. B. 2016. Financial planning resources for women (and men). The CPA Journal (September): 72-73.
Anders, S. B. 2017. Elder financial planning resources. The CPA Journal (May): 74-75.
Benson, L. K. Jr. 2015. The past, present, and future of the CPA financial planning profession. The CPA Journal (September): 10-11.
Blackman, C. M. II and D. Edwards. 2015. Preparing for the new standards in personal financial planning. The CPA Journal (March): 46-47.
Bothwell, C. 1984. How to improve financial planning with a budget manual. Management Accounting (December):34-38, 49.
Boyle, P. 2010. Investment opportunity amid tax uncertainty: Why paying more taxes in 2010 may be wise financial planning. The CPA Journal (September): 42-48.
Brelsford, E. C. 1944. Corporate financial planning for the transition period. N.A.C.A. Bulletin (May 15): 991-1012.
Burghardt, W. G. and M. L. Fassler. 1984. Break-even analysis: Applications to financial planning for agricultural cooperatives. Corporate Accountant (Fall): 38-48.
Cloutier, C. R. and W. B. Mabry. 1980. A small bank adopts a financial planning model. Management Accounting (February): 19-21.
Calabro, P. 2017. Book review: It's about the climb. Strategic Finance (September): 18. (Review of Keep Climbing: A Millennial's Guide to Financial Planning).
Frank, W. G. 1974. Solving financial planning problems using input-output models. The Accounting Review (April): 371-376.
Gambino, A. J. and T. J. Reardon. 1981. Financial planning and evaluation for the nonprofit organization. Management Accounting (June): 50.
Harvey, D. W. 1976. Financial planning information for production start-ups. The Accounting Review (October): 838-845.
Helin, W. F. 1994. Deferring tax is good financial planning. Management Accounting (December): 52-55.
Hughes, L. F. and C. A. Olson. 1969. Computer-assisted financial planning. Management Accounting (April): 24-27.
Ijiri, Y., F. K. Levy and R. C. Lyon. 1963. A linear programming model for budgeting and financial planning. Journal of Accounting Research (Autumn): 198-212.
Journal of Accountancy. 2018. 25 leaders named most powerful women in accounting; Young CPA recognized for volunteerism and dedication to educating future accounting professionals; Sarenski awarded for longtime contributions to tax and financial planning; Scholarship covers estate planning conference costs; Young CPAs honored with personal financial planning standing ovation; Award recognizes CPA Exam's top scorers; PEP distinguished service award recognizes sustained volunteer contributions. Journal of Accountancy (October): 76-78.
Journal of Accountancy. 2020. Advice from ENGAGE: The ENGAGE 2020 virtual conference offered real-world lessons in accounting, auditing, personal financial planning, technology, and many other topics. Journal of Accountancy (September): 44-47.
Journal of Accountancy. 2020. Personal financial planning: In brief. Journal of Accountancy (September): 40.
Journal of Accountancy. 2020. Tax/Personal financial planning: In brief. Journal of Accountancy (September): 58.
Kess, S. and J. Welch. 2020. Deposit insurance offers a safe haven. The CPA Journal (May): 13-14.
Kess, S. and J. Welch. 2020. Financial planning focus on dividends. The CPA Journal (January): 12-13.
Kess, S. and J. Welch. 2020. Tactics for stretching retirement assets under the Secure Act. The CPA Journal (March): 16-17.
Kess, S. and E. Mendlowitz. 2015. Offering financial planning services is a natural progression for CPAs. The CPA Journal (May): 44-45.
Kess, S. and E. Mendlowitz. 2015. Personal financial planning for business owners. The CPA Journal (September): 60-61.
Kess, S. and E. Mendlowitz. 2016. Advisors involved in financial planning. The CPA Journal (September): 66-69.
Kess, S. and E. Mendlowitz. 2016. Using tax returns to assist with financial planning. The CPA Journal (May): 66-67.
Kess, S. and E. Mendlowitz. 2019. Evaluating the financial planning services business model: Is it the right time to start a planning practice? The CPA Journal (May): 72-73.
Kess, S. and E. Mendlowitz. 2019. Getting started with financial planning. The CPA Journal (July): 62-65. (Adding financial planning services).
Kess, S., J. R. Grimaldi and J. A. J. Revels. Financial planning for workers in the gig economy. The CPA Journal (August): 68-79.
Kessler, S. 2015. Why financial planning makes sense for CPAs. The CPA Journal (September): 6-9.
Killeen, M. 2015. Put the "A" back into FP&A. Cost Management (September/October): 41-48. (Financial planning and analysis).
Leong, K. C. and J. L. Deur. 1980. Financial planning and accounting control in telephone companies. Management Accounting (July): 19-22.
Matz, K. 2019. Financial planning using qualified opportunity zones: The integration of estate tax and income tax planning is now complete. The CPA Journal (May): 34-39.
Mauldin, D. S., W. M. Wilder and M. H. Stocks. 2000. Does AICPA accreditation on nonaudit services add value? The case of personal financial planning. Accounting Horizons (March): 49-67.
McCann, D. 2012. Too much data, too little judgment: Financial planning and analysis staff can't help CFOs make the right moves until they learn to apply more subjectivity in their analyses. CFO (May): 32-34.
Mendlowitz, E. 2017. Essentials of personal financial planning. The CPA Journal (November): 12.
Mullins, E. N. Jr. 1975. Variable budgeting for financial planning and control. Management Accounting (February): 43-45.
Payne, E. A., D. A. Dubofsky and L. Sussman. The 'personal' in financial planning: The importance of counseling skills in advising clients. The CPA Journal (September): 58-62.
Peterson, H. G. 1946. The coordination of company financial planning with external economic conditions. N.A.C.A. Bulletin (March 1): 575-587.
Phillips, M. E., C. E. Brown and N. L. Nielson. 1990. Using expert systems for personal financial planning. Management Accounting (September): 29-33.
Pond, J. D. 1986. Personal financial planning. Management Accounting (December): 29-33.
Pryor, C. R., Z. Yan and N. C. Lynch. 2016. Financial planning with excess liability insurance. The CPA Journal (September): 34-39.
Register, L. C. 1967. The influence of taxes on financial planning. Management Accounting (October): 47-53.
Robertson, L. H. and T. P. Hall. 1967. Network analysis and financial planning. Management Accounting (April): 43-46.
Rood, D. K. 2020. Financial planning: Remember to plan for risk. Journal of Accountancy (March): 14-15.
Shenkman, M. M. 2016. Financial planning must drive estate planning decisions, and CPAs must lead the way. The CPA Journal (April): 68-69.
Shim, J. K. and J. G. Siegel. 2004. Handbook of Financial Planning: An Expert's Guide for Advisors & Their Clients. South-Western Educational Publishing.
Skantz, T. R. 1988. Budgeting and profit variance analysis using a financial planning language. Journal of Accounting Education 6(2): 309-323.
Sollenberger, H. M. 1976. Financial planning and control for political campaigns. Management Accounting (June): 31-37.
Sprague, R. H. Jr. 1971. A conceptual description of a financial planning model for commercial banks. Decision Sciences 2(1): 66-81.
Sprague, R. H. Jr. 1972. System support for a financial planning model. Management Accounting (June): 29-34.
Strauss, P. J., L. W. Pierro and E. Forspan. 2019. Financial planning challenges facing older Americans: How CPAs can help. The CPA Journal (May): 22-27.
Teck, A. 1970. Financial planning in nations with fluctuating currencies. Management Accounting (January): 25-28.
Vien, C. L. 2015. Meeting the financial planning challenges of the future: Top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers. Journal of Accountancy (September): 46-47, 50-53.
Westley, R. A. 2020. Financial planning strategies for depressed asset values. Journal of Accountancy (June): 64.