Personal Financial Planning
Personal financial planning is more than numbers—it’s about guiding clients through life’s biggest decisions. Whether it’s charitable giving strategies, divorce planning, eldercare services, insurance, investments, or retirement, our expert resources and education help you stay ahead.
Featured article
Fostering Calm in the Digital Age
Technology like finance apps can help clients see real-time market updates—and see them become obsessed with checking their portfolios. So how do you help clients manage their fears and ignore the noise that’s being amplified today more than ever before?
Resources
Featured Events & CPE
Explore courses and events tailored for CPAs looking to expand their expertise and provide top-tier financial guidance.
VirtualForm 706 Preparation Part 3: Reporting Deductions 25-26 | 132226
April 30, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 25-26 | 132230
April 30, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Audits of 401k Plans 26-27 | 137809
May 12, 2026 | 8 a.m.–1:30 p.m. PT
CPE: 6
- Virtual
Retirement Advising: Accumulation and Decumulation Strategies 26-27 | 137985
May 13, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Retirement Advising: Accumulation and Decumulation Strategies 26-27 | 137989
May 13, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Social Security Basics and Strategies for Maximizing Benefits 26-27 | 137993
May 15, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
