Personal Financial Planning

Personal Financial Planning 5 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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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.
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$1125.00 - $1425.00
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May 19, 2016 - May 20, 2016 ? New Orleans, LA ? This online conference provides innovative ideas and timely solutions to help you succeed in a myriad of circumstances ? to settle cases, value businesses, split marital assets, identify fraud, utilize electronic discovery & evidence, locate foreign assets and develop strategies to handle high-profile and unique cases.
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$1125.00 - $1425.00
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May 24 - May 25, 2016 - 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.
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$1075.00 - $1375.00
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Jul 18, 2016 - Jul 20, 2016 - Washington, DC - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
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$1145.00 - $1445.00
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Nov 16, 2015 - Nov 17, 2015 - Boston, MA - 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
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$895.00 - $1195.00
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