Personal Financial Planning

Personal Financial Planning 80 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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Jan 19, 2015 - Jan 21, 2015 - 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, Workshop
$295.00 - $1690.00
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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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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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Wednesday, November 5 - The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.
Web Events | Audio Webcast
$99.00 - $124.00
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Tuesday, December 16 - A panel of young and emerging CPA/PFS credential holders will discuss developing leadership skills, including paving your own career path and preparing for succession, developing relationship skills, including gaining the trust of clients, addressing issues faced by young/emerging planners and keys to success
Web Events | Audio Webcast
$0.00 - $124.00
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The Adviser’s Guide to Healthcare is a comprehensive resource for professionals who provide advisory services for healthcare practices and related providers. The Guide covers recent healthcare legislation, healthcare practice consulting, and introduces models of healthcare practices.
Publications | Paperback
$79.00 - $236.25
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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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SSPFPS provides a clear roadmap for consistent delivery of personal financial planning services, which benefits and protects your clients and your practice. Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the statement applies to them and how to comply with it.
Publications | eBook
$20.00 - $25.00
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Accountant's Business Manual Online is a concise, non-technical business aid and reference for professional advisers for addressing questions on a wide array of business, legal, tax, and financial topics.
Publications | Online Subscription
$159.00 - $198.75
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Thursady, October 30 - In this webcast, a panel of practitioners will discuss the retirement three legged stool
Web Events | Video Webcast
$85.00 - $106.00
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Wednesday, November 12 - In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios based on client goals and objectives, the intersection of tax planning and investment strategy, strategies in light of current market conditions and clients’ risk tolerance and perception and more.
Web Events | Audio Webcast
$99.00 - $124.00
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