Personal Financial Planning

Personal Financial Planning 73 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
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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
$1075.00 - $1375.00
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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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Great promotional giveaway.
Publications | Publication
$66.00
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Jan 19, 2015 - Jan 21, 2015 – Online - The AICPA Online 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.
Web Events | Audio Webcast
$1075.00 - $1375.00
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This CPE course covers real-world situations and provide tools to advise your clients on how to make optimal decisions when it comes to Social Security and Medicare.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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Friday, October 17 - This program will address how the business owner needs to handle retirement, insurance and income tax planning issues and other important planning issues.
Web Events | Audio Webcast
$99.00 - $124.00
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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
$1075.00 - $1375.00
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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, Workshop
$275.00 - $1275.00
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Jul 21, 2015 - Jul 22, 2015 - Salt Lake City, UT - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1129.00 - $1429.00
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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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Tuesday, November 11 - This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.
Web Events | Video Webcast
$129.00 - $161.00
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