Personal Financial Planning

Personal Financial Planning 62 matching products

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AICPA Tax Resources
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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AICPA Store PFP Resources
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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The Adviser's Guide to Sales and Use Tax: State and Local Compliance and Planning Opportunities
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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Activity Based Costing Made Easy
This course gets back to the basics of ABC principles and demonstrates how it can be practically adopted with a minimum of pain and fuss.
CPE Self-Study | On-Demand
CPE
$59.00 - $73.75
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The CPA's Guide to Long-Term Care Planning
Along with advice regarding income, gift, and estate taxes, your clients may need your help to plan for future long-term care needs. Turn to this book for answers on elder law issues and concerns, including advanced directives, Medicaid, Medicare and a multitude of other topics facing elderly clients.
Publications | Paperback
$89.00 - $111.25
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Estate Planning Essentials: Providing Tax Relief for Your Clients’ Estates
This course clarifies the latest tax laws and describes some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$185.00 - $231.25
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Investments, Sixth Edition
Covers various aspects of the principles of investments and their application to financial planning.
CPE Self-Study | CD-ROM, DVD/Manual, Text
CPE
$70.00 - $250.00
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AICPA Personal Financial Planning Membership Section
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.
Sectional Memberships | Membership
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The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Second Edition
Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
Publications | eBook, Paperback
$32.00 - $45.00
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Bill What You're Worth, Second Edition
This book walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they’re worth.
Publications | Paperback
$55.00 - $68.75
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Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs
Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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Disaster Recovery: A Guide to Financial Issues
In this consumer resource booklet, you will find suggestions on steps to take immediately following a natural or man-made disaster, what to do in the initial weeks and months, and how to begin planning for the future. Specifically, find the following topics: restoring household stability, managing an injury or disability, financial decisions after a death, lawsuits and other settlements.
Publications | Paperback
$10.00
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