Personal Financial Planning

Personal Financial Planning 81 matching products

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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 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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Tuesday, June 2 - In this webcast, a panel of practitioners will walk you through the key considerations for you and your clients in the context of the American Tax Payer Relief Act and the net investment income tax
Web Events | Audio Webcast
$99.00 - $124.00
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Monday, June 1 - The AICPA’s Personal Financial Planning Boot Camp can help. This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.
Web Events | Video Webcast
$679.00 - $995.00
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In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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Tuesday, June 9 - In this webcast, a panel of practitioners will discuss the retirement three legged stool; Social Security, pension and after tax savings.
Web Events | Video Webcast
$85.00 - $106.00
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This course focuses on perhaps the most overlooked areas of commercial skills required by anyone in finance or, indeed, any other part of an organization - namely the ability to operate as a true business partner, and to have behavioral and operational skills, that mean we can listen and communicate and empathize with work colleagues and management in such a way that we are heard, that we're taken seriously, and that we have real influence.
CPE Self-Study | On-Demand
CPE
$45.00 - $56.25
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In this publication, learn the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | eBook, Paperback
$50.00 - $68.75
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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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State legislatures are facing severe budget shortages, and state governments are looking for ways to maximize their tax revenues. This book covers what you need to know, from both planning and compliance perspectives, to help your clients understand and comply with the evolving state and local tax rate structure.
Publications | eBook, Paperback
$50.00 - $68.75
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Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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This collection provides guidance to practitioners specializing in offering tax, estate, retirement, risk management, and investment planning advice. It contains technical content on planning for social security, health care in retirement, in-depth tax and estate issues, practice management and professional responsibilities.
Publications | Online Subscription
$299.00 - $359.00
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