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.
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CPAs and Financial Planning
CPAs across America likely perform elements of financial planning without giving themselves credit. With little additional effort, CPAs can transform their clients’ lives.
Featured Events & CPE
Explore courses and events tailored for CPAs looking to expand their expertise and provide top-tier financial guidance.
Virtual101 Tax Planning Ideas 25-26 | 131920
May 20, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26 | 131981
May 21, 2025 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Retirement Advising: Accumulation and Decumulation Strategies 25-26 | 131959
May 22, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
