Personal Financial Planning

Personal Financial Planning 70 matching products

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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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AICPA has the latest tax CPE Self-Study, Publications, Conferences and Web Event guidance to bring you up to speed on the key changes you'll need—for you and your clients—as a result of recent tax changes. Stay up to date.
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This course gets back to the basics of ABC principles and demonstrates how it can be practically adopted with a minimum of pain and fuss.
CPE Self-Study | On-Demand
CPE
$59.00 - $73.75
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May 18, 2015 - May 19, 2015 - Las Vegas, NV - Led by prominent tax experts, this conference will update you and discuss the latest tax issues that impact your high-income clients.
Conferences | Conference, Workshop
$0.00 - $1925.00
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Jul 20, 2015 - Jul 22, 2015 - Salt Lake City, UT - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1125.00 - $1425.00
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A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$59.00 - $73.75
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Jan 18, 2016 - Jan 20, 2016 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning 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.
Conferences | Conference
$1125.00 - $1425.00
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The information and resources in this toolkit will enable you to minimize the effect that the new tax structure has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$69.00 - $86.25
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This course teaches how to apply the use of Market Value Added (MVA) as a performance metric and its limitations.
CPE Self-Study | On-Demand
CPE
$45.00 - $56.25
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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | CD-ROM, Text
CPE
$70.00 - $250.00
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Monday, June 8 - This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.
Web Events | Video Webcast
$139.00 - $174.00
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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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