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Conferences
Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV
Las Vegas, NV, June 9–13, 2019
Price range from: $1,995.00–$2,295.00
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CPE Self-Study
Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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webcasts
Join this webcast to dive into lessons learned from this tax season and get the latest tips on how to advise your clients.
May 13, 2019, 1pm–3pm ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00–$129.00
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CPE Self-Study
Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help your clients establish realistic financial goals.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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Section Memberships
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.
Price range from: $97.92–$235.00
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CPE Self-Study
Covering the information you need to offer this valuable service to your clients, this CPE course looks at the personal financial planner?s role in providing counsel and advice on the selection of the businesses entity.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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CPE Self-Study
Equip yourself with the knowledge you need to help your clients create a plan for their estates in case they ever become physically or mentally incapacitated or incompetent, in order to avoid intervention by a court, which could be required if not planned for appropriately.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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Conferences
Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV
Las Vegas, NV | June 9–13, 2019
Price range from: $1,995.00–$2,295.00
View details
CPE Self-Study
Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning opportunities.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
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Section Memberships
For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 25,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.
Price range from: $100.00–$240.00
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Section Memberships
Registration for Upcoming PFS credential exams.
Price range from: $100.00–$500.00
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CPE Self-Study
A three-part CPE course covering assessment of investment risk, information gathering and financial analysis for the client.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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CPE Self-Study
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries, and learn how to prepare federal Form 1041 and the accompanying schedules.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.0
Price range from: $169.00–$209.00
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CPE Self-Study
Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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webcasts
Get introduced to the new Form 1040 that impacts every taxpayer. We will discuss the changes from the previous form and detail the new requirements.
March 20, 2019, 1pm–3pm ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00–$129.00
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CPE Self-Study
In this four-part, 3-hour narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.5
Price range from: $79.00–$99.00
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CPE Self-Study
Covering investing as a process and the professional environment, this two-part CPE course examines the three phases of investment planning engagements: planning, implementation, and, monitoring and updating.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
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Publications
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.
Formats available: eBook, Paperback
Price range from: $69.00–$89.00
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CPE Self-Study
Retirement and Succession Planning is a one hour course will examine and walk-through key issues related to retirement planning and Social Security solvency. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of improper retirement planning on industry, particularly if employees approaching retirement discover they can't afford to retire.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.0
Price range from: $35.00–$45.00
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webcasts
Learn how CPAs have an important role in protecting and planning for aging clients. Review planning and financial modeling considerations.
April 29, 2019, 1pm–2:45pm ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00–$129.00
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CPE Self-Study
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.
Field of study: Taxes
Formats available: Text, Online
CPE credits up to: 5.5
Price range from: $109.00–$139.00
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