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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WEB EVENTS
AICPA Online Conference on Tax Strategies for the High-Income Individual AICPA Online Conference on Tax Strategies for the High-Income Individual
Audio Webcast

May 19, 2014
11:00 am - 8:00 pm ET
CPE Credit: 18
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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.
  • Personal Financial Specialist (PFS) Credential
    The CPA/PFS credential program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.

UPCOMING CONFERENCES
2014 Advanced Personal Financial Planning Conference 2014 Advanced Personal Financial Planning Conference


January 20 - 22, 2014
Location: Aria Resort and Casino
Las Vegas, NV
Recommended CPE Credit:
23

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AICPA Advanced Estate Planning Conference AICPA Advanced Estate Planning Conference


Date: July 21-23, 2014
Location: Swisshotel
Chicago, IL
Recommended CPE Credit: tbd (main), tbd (workshops)

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