Personal Financial Planning

Personal Financial Planning 62 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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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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If you have clients doing business in the multistate arena, you need to be aware of the pertinent issues, potential liabilities, and opportunities arising from doing business in more than one state. With this guide in hand, you will meet your ultimate goal: saving your clients money while complying with the various federal, state and local requirements.
Publications | eBook, Paperback
$57.00 - $78.75
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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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Get a personalized CPA.com email account in your own name: YourName@CPA.com – exclusively for CPAs and accounting professionals. Enhance your professional image and gain a distinct competitive advantage by reinforcing your professional designation.
Sectional Memberships | Membership
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Monday, July 14 - Join us for an overview of the Windsor Decision, DOMA, and their application to same-sex couples and the personal financial planning process
Web Events | Audio Webcast
$99.00 - $124.00
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The potential liability for taxpayers who violate the retirement account rules is significant. Clients and heirs who do not adhere to these rules properly can trigger IRS examinations and may incur significant penalties. This book explains the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | Download
$39.00 - $48.75
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Tuesday, July 15 - In this webcast, a panel of thought leaders will share their perspectives on: - The value proposition for the CPA financial planner, how the CPA is uniquely positioned to be the “adviser of choice” on all financial matters for individuals, families and business owners and more
Web Events | Audio Webcast
$65.00 - $81.00
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This Toolkit provides everything you need to understand and implement the new PFP Standard, including sample Engagement Letters and customizable checklists to document and communicate with your clients during all stages of your engagement.
Publications | On-Demand
$79.00 - $98.75
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Wednesday, July 23 - In the context of today’s multi-layered tax environment, CPA financial planner, Christine Romsdahl, will explain retirement planning concepts. In this plain English consumer-oriented web seminar, you will learn Planning steps to take in the new tax environment, How to ensure your retirement plan delivers, How to evaluate your investment strategy, How to protect your assets And more
Web Events | Audio Webcast
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July 21, 2014 - July 23, 2014 - Chicago, IL - 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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October 23-24, 2014 - Washington, DC - AICPA Women's Global Leadership Summit Virtual Conference- October 23-24, 2014 - Washington DC - Live broadcast of the entire main conference is available this year from the AICPA Women’s Global Leadership Summit. This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and potential of female leaders.
Web Events | Audio Webcast
$620.00 - $1295.00
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