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Consumer-focused Financial Planning Resources on www.aicpa.org
The AICPA has developed financial planning resources for the public, which includes guidance on budgeting and saving, estate and retirement planning, managing credit, an investment primer, and much more. The site also provides information about CPAs who hold the Personal Financial Specialist (PFS) credential. To access these resources, visit www.aicpa.org/pfpinfo/index.asp. You can also find information on the AICPA's financial literacy programs at www.aicpa.org/financialliteracy or through the Project for Financial Independence, an AICPA collaboration with NEFE and four of the largest financial planning organizations, to provide free financial guidance to individuals who cannot afford a financial advisor, at www.consultaplanner.org.

The Wisconsin Department of Regulation and Licensing is pleased to announce our new website, http://drl.wi.gov.  The new website provides consumers and the 314,000 professionals who are licensed through the department with easier access to information about the regulatory activities of the Department and licensing boards 24 hours a day. Phone: 608-266-5511

Article on licensure written for CPAs, but provides information on how the process works.

Most frequently asked questions about CPA licensure (pdf)

Interview with Jan Bobholz, credentialing supervisor-business, Wisconsin Department of Regulation and Licensing in Madison

 

Free advertising for nonprofits seeking CPA volunteers through WICPA Volunteer Assistance

Information about federal taxes - Internal Revenue Service

Information about state taxes - Wisconsin Department of Revenue
Phone: 608/266-1611

Accounting terms from the AICPA Web site, www.aicpa.org.

On Balance magazine

UW sites offer small business help
The UW System offers assistance through the Small Business Development Centers in Eau Claire, Green Bay, La Crosse, Milwaukee, Madison, Oshkosh, Parkside, River Falls, Platteville, Stevens Point, Superior & Whitewater. See http://www1.uwex.edu/sbdc/.

Resource for entrepreneurs
Wisconsin Women's Business Initiative Corporation offers numerous services for entrepreneurs and small businesses, including classes and loans. Classes are held in Milwaukee, Madison, Janesville, Appleton, Green Bay, and Racine/Kenosha. Programs and loans are not restricted to women. Please view www.wwbic.com for more information.