SALT LAKE CITY--(BUSINESS WIRE)--The American Institute of CPAs (AICPA) is pleased to announce that Jeremy Weaver, CPA/PFS, a financial planner and investment manager with PlanFIRST, Inc. in South Carolina, has been awarded the 2015 P. Thomas Austin Personal Financial Planning Division Scholarship. Weaver was presented with the scholarship earlier today at the AICPA Estate Planning Conference in Salt Lake City.
Weaver was honored for his work providing estate planning services for families with special needs children in the Greenville, South Carolina area. The P. Thomas Austin Scholarship is awarded each year by the AICPA to a CPA with five to 15 years’ experience who practices estate planning or is a member of an estate-planning organization. The scholarship covers the cost of attending the AICPA’s Estate Planning Conference as well as the related travel expenses.
“Jeremy’s strong desire to protect and help those who are unable to help themselves, particularly serving families with special needs children in his home state illustrates the important role that CPAs play to protect estates, beneficiaries, and families,” said Robert Keebler, CPA/PFS, Chairman of the AICPA Advanced Estate Planning Conference.
The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three decades and is now chair emeritus. Austin currently specializes in estate and financial planning. Formerly with Ernst & Young, he serves as a consultant to CPA firms, law firms and professional organizations.
Eligible applicants must hold a valid, unrevoked CPA license issued by a qualified state board of accountancy, be a member in good standing with the AICPA, have five-to-15 years of experience as a CPA and less than five years of experience in estate planning through practice or relevant membership organization.
Additional information is available on the AICPA website.
About the AICPA’s PFP Division
The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.
CPA financial planners are held to the highest standards and are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive guidance for their clients. The AICPA offers the Personal Financial Specialist (PFS) credential exclusively to CPAs who have demonstrated their expertise in personal financial planning through testing, experience and learning.
About the AICPA
The American Institute of CPAs (AICPA) is the world’s largest member association representing the accounting profession, with more than 400,000 members in 145 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants (CIMA), it has established the Chartered Global Management Accountant (CGMA) designation which sets a new standard for global recognition of management accounting.
The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.
Media representatives are invited to visit the AICPA Press Center at aicpa.org/press.