AICPA Personal Financial Planning Resources for CPAs AICPA Personal Financial Planning Resources for CPAs
The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.

  • Social Security and Medicare: Maximizing Retirement Benefits
    Various Dates
    Recommended CPE Credit: 4

    Attend this course to learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare

  • Personal Financial Planning Boot Camp
    Various Dates
    Recommended CPE Credit: Taxes (9); Specialized Knowledge & Applications (11)
    This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.

  • AICPA Personal Financial Planning Membership Section
    Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.

  • AICPA/AAML Conference on Divorce
    May 19-20, 2016
    New Orleans, LA
    Recommended CPE Credit: 17
    This conference provides innovative ideas and timely solutions to help you succeed in a myriad of circumstances-  to settle cases, value businesses, split marital assets, identify fraud, utilize electronic discovery and evidence, locate foreign assets and develop strategies to handle high-profile and unique cases.

  • AICPA Conference on Tax Strategies for the High-Income Individual
    May 24-25, 2016
    Las Vegas, NV
    Recommended CPE Credit: 19 (est)            
    This year's AICPA Conference on Tax Strategies for the High-Income Individual features an all-star cast of renowned experts and thought leaders offering timely insights, solid strategies, and valuable ideas over two intensive days of interaction. The Tax Strategies Conference will guide you through a myriad of timely tax-related subjects - zeroing in on the latest income and estate tax changes.