Personal Financial Planning

Personal Financial Planning 87 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.
Sectional Memberships | Membership
$205.00
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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$695.00 - $995.00
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This Excel-based software will enable you to minimize the effects that the new tax structure has on your clients, and institute best practices that will yield benefits this year and beyond. The 15-year projection calculators will ensure that your clients come for planning advice this year, and keep coming back to you for advice year after year.
Publications | On-Demand
$159.00 - $198.75
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In this CPE course, learn how to advise clients on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$165.00 - $206.25
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This course provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, and more.
CPE Self-Study |
CPE
$70.00 - $250.00
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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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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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Wednesday, October 1 - In this webcast you will learn how three simple estate planning questions can increase your client’s net worth, how other CPAs structure their practices to address life insurance, what compliance and standards apply to insurance discussions and products, and how to separate client planning discussions from product evaluation discussions
Web Events | Audio Webcast
$99.00 - $124.00
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For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 25,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.
Sectional Memberships | Membership
$180.00 - $210.00
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Nov 17, 2014 - Nov 18, 2014 – New this year! 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 | Audio Webcast
$490.00 - $1150.00
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Modern medicine has extended life expectancy, but the added years often come at a high cost--and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.
Publications | eBook, Paperback
$35.00 - $48.75
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ABM 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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