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

  • Smart Tax Planning Strategies for Individuals
    Various Dates
    01:00 PM - 04:30 PM ET
    Recommended CPE Credit: 4
    Make sure your clients are protecting themselves from the onslaught of higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and make you look like a hero!

  • Blood & Money: Why Families Fight Over Inheritance and What to Do About It?
    Date: October 19, 2015
    Time: 01:00 PM - 02:15 PM ET
    Recommended CPE Credit: 1.5
    Elder law attorney and award-winning author P. Mark Accettura will explain the psychology behind why people fight over estates and provide a comprehensive list of steps that will makers, heirs and their advisers can take to prevent family splitting inheritance disputes.

  • How to Know Wills, Trusts and Other Legal Documents Meet Your Clients' Goals
    Date: October 21, 2015
    Time: 01:00 PM - 02:45 PM ET
    Recommended CPE Credit: 2
    CPA financial planners need to know about wills, trusts, and other important estate planning documents as part of their clients' "big picture" financial plans.

  • The CPA's Role in Buying or Selling a Business
    Various Dates
    Recommended CPE Credit: 4
    Obtain a keen overview of the transaction, in addition to specific tax and accounting technical advice, so you can be the key adviser for a client or employer buying or selling a business.

  • 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.

  • 2016 Advanced Personal Financial Planning Conference
    January 18-20, 2016
    Las Vegas, NV
    Recommended CPE Credit: 23

    This conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.

  • AICPA Women's Global Leadership Summit
    Nov 12 - Nov 13, 2015
    San Francisco, CA
    Recommended CPE Credit: 15 (main)
    The Women's Global Leadership Summit will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and potential of female leaders.

  • AICPA Sophisticated Tax Planning for Your Wealthy Clients
    Nov 16 - Nov 17, 2015
    Boston, MA
    Recommended CPE Credit: 17.5
    Learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients

  • 2015 AICPA National Tax Conference
    November 2-3, 2015
    Washington, D.C.
    Recommended CPE Credit: 18
    Tax laws and legislation are in a constant state of flux—predicting what’s coming, knowing how to plan, and explaining critical details to your clients are challenges you face every day.  This conference clarifies these constant changes, so you can deliver trusted expertise to your clients and organizations.

  • AICPA Conference on Tax Strategies for the High-Income Individual
    May 24 - May 25, 2016
    Las Vegas, NV
    Recommended CPE Credit: 19             
    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.