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 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138881
Aug. 11, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
101 Tax Planning Ideas 26-27 | 137948
Aug. 18, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
101 Tax Planning Ideas 26-27 | 137952
Aug. 18, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
PFP Update: Investment Planning in This New Era 26-27 | 138605
Aug. 18, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Closely Held Business Owner Financial Planning Opportunities 26-27 | 138611
Aug. 18, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Social Security Basics and Strategies for Maximizing Benefits 26-27 | 137994
Aug. 19, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
