Personal Financial Planning

Personal Financial Planning 83 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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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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As the instances of identity theft continue, people are looking for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Don’t allow you or your client to become the next victim.
CPE Self-Study | On-Demand, Text
CPE
$85.00 - $106.25
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Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.
Publications | eBook, Paperback
$7.99 - $19.99
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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, October 29 - This strategic session will help you use your client’s tax return to gain a snapshot of their current financial situation and begin to develop a closer relationship to cover all of their financial planning needs, including tax, retirement, estate, investments and insurance/risk management.
Web Events | Video Webcast
$0.00 - $124.00
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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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Wednesday, October 29 - 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 | Video Webcast
$99.00 - $124.00
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Thursday, December 4 - The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions
Web Events | Audio Webcast
$99.00 - $124.00
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Tuesday, November 11 - This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.
Web Events | Video Webcast
$139.00 - $174.00
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CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 – 2 credit courses.
CPE Self-Study | On-Demand, Online Subscription
CPE
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