Personal Financial Planning

Personal Financial Planning 79 matching products

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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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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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Wednesday, June 18 - Certified Public Accountants are increasingly being asked to solve information technology problems for current clients and prospective clients. Join us to learn about the insights and opinions of the 25th annual Top Technology Initiative for 2014. Whether you work in public practice or business and industry, the results of this survey will provide valuable feedback regarding the technology concerns that are of greatest importance over the next 12 - 18 months.
Web Events | Audio Webcast
$85.00 - $106.00
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Nov 03, 2014 - Nov 04, 2014 - Washington, DC - Attend the Attend the AICPA National Tax Conference and remain up-to-date on critical issues and changing tax legislation that affect you and your clients.
Conferences | Conference
$975.00 - $1275.00
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Wednesday, May 21 - In this webcast, Clark Blackman and Dirk Edwards will lead members through a discussion on how the statement will help elevate your practice
Web Events | Audio Webcast
$65.00 - $81.00
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Wednesday, May 14 - In this webcast, Clark Blackman and Dirk Edwards will lead members through a discussion on how to apply the statement in your engagements with clients, using the compliance toolkit to implement the standards in your firm
Web Events | Audio Webcast
$65.00 - $81.00
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Registration for both the Summer and Winter 2014 PFS Credential Exams.
Sectional Memberships | Membership
$100.00 - $500.00
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Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
Publications | eBook, Paperback
$51.00 - $71.25
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A self-study review course with CPE credit with in-depth, comprehensive review of the PFP body of knowledge, case studies and review questions to assist in preparation for the PFS exam. Discounted pricing available for PFP Section members.
CPE Self-Study | Text
CPE
$500.00 - $625.00
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Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.
Publications | Paperback
$89.00 - $111.25
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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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Thursday, May 22 - This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans.
Web Events | Video Webcast
$139.00 - $174.00
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