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.
VirtualTop 10 Things to Know About Estate Taxation & Planning 25-26 | 132153
April 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132157
April 22, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Tax Aspects of Stock Investing 25-26 | 131976
April 22, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Income Tax Planning for Bond Investments 25-26 | 131980
April 23, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Form 706 Preparation Part 1: Overview Including Portability 25-26 | 132218
April 29, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 25-26 | 132222
April 29, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
