Search results

Recommended for you

Conferences
Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Topics include estate planning, asset protection, eldercare, life insurance, and more.
Philadelphia, PA, Nov. 18–19, 2019
Price range from: $665.00–$1,650.00
View details
5 results found
Sort by
Conferences
Tax compliance services are not enough for clients who have an incomplete understanding of their personal financial situation and are seeking advice on topics like cash flow planning, retirement planning, tax planning, education planning, issues with risk management, and more.
New York, NY | Nov. 14–15, 2019
Field of study: Business Management and Organization
Price range from: $1,395.00
View details
Conferences
Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Topics include estate planning, asset protection, eldercare, life insurance, and more.
Philadelphia, PA | Nov. 18–19, 2019
Price range from: $665.00–$1,650.00
View details
Conferences
December 13, 2019 - The AICPA Entertainment Industry Online Conference in partnership with CalCPA will provide attendees with insights and practical advice for handling entertainment business issues.
| Dec. 13, 2019
Field of study: Business Management & Organization
Price range from: $325.00–$475.00
View details
Conferences
December 11-12, 2019 - The online Elder Planning Conference will prepare your for servicing your older clients and their families need guidance on areas such as finding and paying for long-term care, financing health care, and ensuring their estate planning documents are up to date.
| Dec. 11–12, 2019
Field of study: Personal Financial Planning
Price range from: $595.00–$745.00
View details
Conferences
Join us Jan 27, 2020 - Jan 29, 2020 - Austin, TX - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A gathering of the most curious and experienced minds in wealth management to discuss challenging topics in the profession. Collaborative, facilitated discussions by leading practitioners.
Austin, TX | Jan. 27–29, 2020
Price range from: $1,295.00–$1,695.00
View details
Back to Top