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 CPA's Guide to Social Security Planning
The CPA's Guide to Social Security Planning
The CPA's Guide to Financing Retirement Healthcare
The CPA's Guide to Financing Retirement Healthcare
Health Care Reform Act: Critical Tax and Insurance Implications
Health Care Reform Act: Critical Tax and Insurance Implicationss
Advanced Estate Planning Strategies
Advanced Estate Planning Strategies
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UPCOMING WEB EVENTS
  • 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!










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

  • 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: TBD
    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

  • 2016 Advanced Personal Financial Planning Conference
    Jan 18- Jan 20, 2016
    Las Vegas, NV
    Recommended CPE Credit: 23
    Experience the Exceptional - You are invited to attend the best and most advanced personal financial planning conference in the profession. Choose a track that suits your interests: Insurance & Risk Management, Investment Management, Practice Management & Technology, Wealth Management & Tax and Retirement Planning.