Personal Financial Planning

Personal Financial Planning 71 matching products

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The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Section Memberships | Membership
$205.00
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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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Here are the strategies to help you minimize your small business clients' tax bills using the latest S Corp tax rules. This guide employs dozens of examples and practice tips to illustrate complex S Corp rules and concepts, including S Corp elections, revocations and terminations.
Publications | eBook, Paperback
$69.00 - $99.00
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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.
Conferences | Conference
$1125.00 - $1425.00
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Great promotional giveaway.
Publications | Publication
$29.50
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A guidebook for professionals who structure, tailor and administer financial and estate plans. Covers estate, tax, retirement planning, as well as investment and risk management. Examines the techniques used to set and meet the financial goals of clients and their families.
Publications | On-Demand
$79.00 - $98.75
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Nov 16, 2015 - Nov 16, 2015 ? Attend this conference online and 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.
Web Events | Online Conference
$605.00 - $1195.00
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This CPE course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms, including the Federal Form 1041.
CPE Self-Study | Text
CPE
$149.00 - $189.00
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Jul 20, 2015 ? Jul 22, 2015 - the 2015 AICPA Advanced Estate Planning Conference will provide new insights, game-changing analysis, and sophisticated technical training to help you keep on top of your profession. This premier event will deliver the expertise, hands-on training and up-to-the-minute information practitioners have come to expect.
Web Events | Online Conference
$705.00 - $1425.00
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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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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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.
Conferences | Conference
$1075.00 - $1375.00
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