Personal Financial Planning

Personal Financial Planning 80 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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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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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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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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Monday, November 24 - This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$129.00 - $161.00
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Wednesday, November 5 - The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.
Web Events | Audio Webcast
$99.00 - $124.00
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This course focuses on perhaps the most overlooked areas of commercial skills required by anyone in finance or, indeed, any other part of an organization - namely the ability to operate as a true business partner, and to have behavioral and operational skills, that mean we can listen and communicate and empathize with work colleagues and management in such a way that we are heard, that we're taken seriously, and that we have real influence.
CPE Self-Study | On-Demand
CPE
$45.00 - $56.25
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Technology is changing the landscape of the accounting profession in ways that we could not even imagine just a few years ago. This book helps you address the challenges that you face and the role that technology can play in enabling you to get your work done as efficiently and profitably as possible.
Publications | eBook, Paperback
$50.00 - $68.75
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This CPE course will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. This topic is constantly changing so make sure you’re up-to-date on the latest information!
CPE Self-Study | Text
CPE
$135.00 - $168.75
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In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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Wednesday, August 27 - During this session, we will cover the following topics: ? The possibly devastating tax consequences of large IRAs, Roth conversions, Life insurance, IRA relocation, Stretch IRA planning , Testamentary charitable remainder trusts and more.
Web Events | Audio Webcast
$99.00 - $124.00
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