PFP Awards and Recognition
The American Institute of CPAs has announced that Zach Thies, CPA/PFS, a Financial Planner with Creative Planning, Inc. in Iowa City, IA has been awarded the 2020 P. Thomas Austin Personal Financial Planning (PFP) Scholarship at the AICPA’s Advanced Estate Planning Conference, part of AICPA ENGAGE. Zach uses his tax expertise to design and implement sophisticated planning strategies that reduce overall client income tax liabilities. He was recognized in 2019 with the AICPA’s Personal Financial Planning Standing Ovation Award.
AICPA Lifetime Achievement Award
See PFP members and PFS credential holders who have been presented with awards and recognition over the past years.
- James Shambo (2016)
- Stanley H. Breitbard (2011)
AICPA Distinguished Service Award
- Charles Kowal (2020)
- Susan Tillery (2019)
- Jean-Luc Bourdon (2018)
- Scott Sprinkle (2017)
- Sid Kess (2016)
- Michael Goodman (2015)
- Ted Sarenski (2014)
- Clark M. Blackman II (2013)
- Karen Goodfriend (2012)
- Irv Rothenberg (2011)
- Beth Gamel (2010)
- Irv Diamond (2009)
- Michael Eisenberg (2008)
- Mitchell Freedman (2007)
- Steven Levey (2006)
- Connie Brezik (2005)
- William J. Goldberg (2004)
- Joel Framson (2003)
- Robert Batty (2002)
- Alan Rothstein (2001)
- Virginia Stanley (2000)
- James Shambo (1999)
- Lyle K. Benson (1998)
- Phyllis Bernstein (1997)
- John Connell (1996)
- Isabelle V. Curtiss (1995)
- Stanley Breitbard (1994)
- Howard Safer (1993)
- Dirk Edwards (1992)
- D. Larry Fowler (1991)
- Stuart Kessler (1990)
- Jim Wilson (1989)
PFP Standing Ovation Recipients
The American Institute of CPAs established the Standing Ovation Recognition Program to recognize young CPAs in personal financial planning who are age 40 or younger and exhibit exemplary professional achievement.