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.

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STax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Tax Planning After the Healthcare Surtax: Tools, Tips, and Tactics
Standards in Personal Financial Planning Services: Compliance Toolkit
Standards in Personal Financial Planning Services: Compliance Toolkit
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The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
Unlocking the Mystery of Healthcare Planning for Retirement
Unlocking the Mystery of Healthcare Planning for Retirement
Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business, and Your Clients
Health Care Reform Act 2013: Critical Tax and Insurance Ramifications
Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes
Advanced Estate Planning Strategies: Accumulating Wealth and Minimizing Taxes
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UPCOMING WEB EVENTS
MEMBERSHIP & CREDENTIALS
  • 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.
UPCOMING CONFERENCES

  • AICPA Advanced Estate Planning Conference
    July 20-22, 2015
    Salt Lake City, UT
    Recommended CPE Credit: 26 (main); TBD (workshops)

    Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.

  • 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.