Personal Financial Planning

Personal Financial Planning 67 matching products

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AICPA Tax Resources
AICPA has the latest tax CPE Self-Study, Publications, Conferences and Web Event guidance to bring you up to speed on the key changes you'll need—for you and your clients—as a result of recent tax changes. Stay up to date.
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AICPA Personal Financial Planning Membership Section
The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Sectional Memberships | Membership
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The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.
Publications | Paperback
$89.00 - $111.25
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PFS Exam Review Course
A self-study review course with CPE credit with in-depth, comprehensive review of the PFP body of knowledge, case studies and review questions to assist in preparation for the PFS exam. Discounted pricing available for PFP Section members.
CPE Self-Study | Text
CPE
$500.00 - $625.00
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Silent Safety: Best Practices for Protecting the Affluent
Wealth can bring considerable attention and exposure to security risks. This personal security best-practice reference for the affluent and their advisers identifies critical security issues, empowering you to help your clients address them. It provides pragmatic advice and strategic measures that your clients can immediately implement, as well as recommendations to preemptively mitigate risk.
Publications | Hardcover
$53.95 - $59.95
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The IRA Distribution Rules: IRS Compliance and Audit Issues
The potential liability for taxpayers who violate the retirement account rules is significant. Clients and heirs who do not adhere to these rules properly can trigger IRS examinations and may incur significant penalties. This book explains the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | Download
$39.00 - $48.75
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Bill What You're Worth, Second Edition
This book walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they’re worth.
Publications | Paperback
$55.00 - $68.75
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e-MAP: Management of an Accounting Practice Handbook
Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.
Publications | Online Subscription
$0.00 - $250.00
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Disaster Recovery: A Guide to Financial Issues
In this consumer resource booklet, you will find suggestions on steps to take immediately following a natural or man-made disaster, what to do in the initial weeks and months, and how to begin planning for the future. Specifically, find the following topics: restoring household stability, managing an injury or disability, financial decisions after a death, lawsuits and other settlements.
Publications | Paperback
$10.00
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Designing Portfolios for Retirement
Wednesday, July 31 - New products and innovations abound to address the retiree portfolio, but which ones make sense and where are the next disasters waiting to implode. We will address counterparty risks, investment guarantees and how we present the results of our plan in this session.
Web Events | Video Webcast
$85.00 - $106.00
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The Adviser's Guide to Multistate Income Taxation: Compliance and Planning Opportunities
If you have clients doing business in the multistate arena, you need to be aware of the pertinent issues, potential liabilities, and opportunities arising from doing business in more than one state. With this guide in hand, you will meet your ultimate goal: saving your clients money while complying with the various federal, state and local requirements.
Publications | eBook, Paperback
$57.00 - $78.75
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Performance Is Everything: The Why, What, and How of Designing Compensation Plans
Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
Publications | eBook, Paperback
$51.00 - $71.25
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