Financial Planning

Financial Planning 11 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.
Section Memberships | Membership
$99.00
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In this CPE course, learn leading-edge topics in managerial accounting and finance and get useful tips and practical guidance that you can apply immediately.
CPE Self-Study | On-Demand, Text
CPE
$159.00 - $229.00
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This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.
Publications | PDF Newsletter
$325.00 - $406.25
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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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 | Download
$59.00 - $73.75
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These Excel based calculators allows you to get a full view of the effect the new tax system has on your clients and will enable you to navigate the "new normal" of retirement planning.
Publications | Download
$159.00 - $199.00
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This CPE course discusses current tax law changes, and provides techniques for building and conserving wealth through proactive tax-planning and investment strategies.
CPE Self-Study | On-Demand, Text
CPE
$159.00 - $229.00
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CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
Publications | E-Newsletter, PDF Newsletter
$550.00 - $687.50
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This guide provides a comprehensive look at what CPAs need to know about retirement planning. It covers how to effectively motivate clients to make decisions necessary to implement a successful retirement plan that meets their goals.
Publications | eBook
$45.00 - $55.00
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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 | Download
$69.00 - $86.25
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Nov 14, 2016 - Nov 15, 2016- Online - 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.
Web Events | Online Conference
$1015.00 - $1315.00
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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 - $99.00
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