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.
VirtualTax Aspects of Stock Investing 26-27 | 138005
June 9, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135173
June 10, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135177
June 10, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27 | 138584
June 11, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27 | 138588
June 11, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Income Tax Planning for Bond Investments 26-27 | 138009
June 11, 2026 | 8–11:30 a.m. PT
CPE: 4
