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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May 18, 2015 ? Las Vegas, NV ? The Private Foundation Summit is a full-day event featuring true thought leaders in philanthropy and experienced faculty on private foundations.
Conferences | Conference
$675.00 - $995.00
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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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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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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
Conferences | Conference
$895.00 - $1195.00
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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, Workshop
$0.00 - $1425.00
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