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.
Resources
Featured Events & CPE
Explore courses and events tailored for CPAs looking to expand their expertise and provide top-tier financial guidance.
VirtualForm 706 Preparation Part 1: Overview Including Portability 2024 | 126407
April 21, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 2024 | 126410
April 22, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Financial Planning Trends and Opportunities for Clients 2024 | 125002
April 23, 2025 | 8–10 a.m. PT
CPE: 2
