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.
VirtualPFP Update: Income Tax, Retirement and Estate Planning 26-27 | 138594
Oct. 15, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
PFP Update: Issues, Exposures and Developing Client Strategy 26-27 | 138600
Oct. 15, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 1: Overview Including Portability 26-27 | 138865
Oct. 19, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 26-27 | 138869
Oct. 19, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Tax Planning for Seniors 26-27 | 137847
Oct. 20, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Real Estate Taxation Full Circle 26-27 | 137978
Oct. 21, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
