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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: $235.00
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webcasts
Get the latest on tax reform legislation by attending this two-hour webcast that covers the final Section 199A Qualified Business Income (QBI) deduction.
Sep. 9, 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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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: $235.00
View details
webcasts
Get the latest on tax reform legislation by attending this webcast on the final Section 199A Qualified Business Income (QBI) deduction. You will learn about the detailed mechanics of the new code section and planning techniques.
Aug. 22, 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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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
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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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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: $240.00
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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
This webcast, an AICPA ENGAGE session rebroadcast, focuses on the rules around Section 199A deductions and helps you make better choices when planning for your client.
Aug. 27, 2019, 1pm–2:15pm ET
Field of study: Taxes
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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CPE Self-Study
Help protect your clients and your organization from cyber threats with this self-study CPE course that covers the key concepts related to cybersecurity and digital transformation.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.0
Price range from: $59.00–$69.00
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CPE Self-Study
Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health care, and a living will.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
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webcasts
FICA, Medicare tax and more - what you need to know in real-world scenarios. Our webcast will help you advise your clients on making optimal Social Security and Medicare decisions.
Oct. 2, 2019, 9am–1pm ET
Field of study: Taxes
CPE credits up to: 4.0
Price range from: $179.00–$229.00
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webcasts
This webcast, an AICPA ENGAGE session rebroadcast, provides you with an up-to-date insight into the shift in financial planning advisory and how advancements in financial technology (FinTech) can support this evolution.
Aug. 27, 2019, 1pm–2:15pm ET
Field of study: Specialized Knowledge
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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CPE Self-Study
Covers the types of attacks and attackers, the cybersecurity landscape and the security mindset.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $59.00–$69.00
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webcasts
Save time and stay current on the latest tax developments! This comprehensive webcast covers all the legislative, judicial and IRS developments of the past year with a focus on implementation and compliance.
Oct. 31, 2019, 9am–5pm ET
Field of study: Taxes
CPE credits up to: 8.0
Price range from: $279.00–$349.00
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CPE Self-Study
Covers professional standards and ethics as required by the AICPA.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $69.00–$89.00
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CPE Self-Study
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.5
Price range from: $169.00–$209.00
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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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Training
This program will cover cybersecurity topics to help you acquire skills and gain an understanding of the importance and impact of cybersecurity risks on your organization or firm, including relevant aspects of the AICPA's cybersecurity risk management reporting framework.
Field of study: Information Technology
Price range from: $745.00–$1,145.00
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CPE Self-Study
Covers the financial and operational implications of investing in cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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