Personal Financial Planning

Personal Financial Planning 74 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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Jun 12, 2017 - Jun 15, 2017 - Las Vegas, NV- Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you?ll learn why past attendees rave about this conference every year.
Conferences | Conference
$1125.00 - $1425.00
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This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Publications | eBook, Paperback
$55.00 - $69.00
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Earn what you?re really worth! This resource walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they're worth.
Publications | eBook, Paperback
$55.00 - $75.00
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Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision.
Publications | eBook, On-Demand, Paperback
$55.00 - $145.00
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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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Jun 12, 2017 - Jun 14, 2017 - Las Vegas, NV - AICPA Advanced Estate Planning Conference will be offered at AICPA ENGAGE this year. Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1145.00 - $1445.00
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This CPE course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms, including the Federal Form 1041.
CPE Self-Study | Text
CPE
$149.00 - $189.00
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e-MAP is a robust collection of online practice management guidance and tools, ideal for sole practitioners, small- and medium-sized firms.
Publications | Online Subscription
$150.00 - $250.00
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This CPE course covers the latest tax law changes and offers proactive tax-planning and investment strategies.
CPE Self-Study | On-Demand
CPE
$199.00 - $249.00
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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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