We, the six undersigned CPAs, are all members of the AICPA and each of us are partners in our respective firms. Collectively we total approximately two centuries of accounting, auditing and business experience.
We sign our names to these reports because we believe the issues are real and should be aired and addressed if the AICPA is to continue to advance the interests of the 500,000 CPAs of America.
You may download or view the following reports. Report #3 is best viewed using Microsoft Internet Explorer browser.
1) Financial Literacy Test PDF format
2) Summary report (Download 5 page PDF format
3) Long report (Microsoft PowerPoint presentation, viewable on-line)
If you would like the Powerpoint in it's entirety, the link is here but it is VERY large, please do not download this if you are on dialup.
If you have comments or questions, please submit to:
It is our sincere hope that after viewing these materials your passion for this profession will motivate you, as it has us, to do what you can to make a difference.
Respectfully submitted,
Andrew Blackman, CPA/PFS, CFP®, DABFA, New York, NY
Mitchell Freedman, CPA/PFS, Malibu, CA
Harold L. Katz, CPA, Los Angeles, CA
John Levy, CPA, Walnut Creek, CA
Stan Mills, CPA inactive, Indianapolis, IN
Kendall Wheeler, CPA, Fresno, CA