Financial Planning

Financial Planning 6 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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The information and resources in this toolkit will enable you to minimize the effect that the new tax structure has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$69.00 - $86.25
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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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A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$59.00 - $73.75
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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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November 3 – 4, 2014 - Tax laws and legislation are in a constant state of flux—predicting what’s coming, knowing how to plan, and explaining critical details to your clients are challenges you face every day. This conference clarifies these constant changes, so you can deliver trusted expertise to your clients and organizations.
Web Events | Audio Webcast
$975.00 - $1275.00
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America’s large and aging population simultaneously faces tax challenges and tax planning opportunities. The course will explore both real-world context in light of changing rules and real-life scenarios in which various planning alternatives will be compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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