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.
VirtualTax Aspects of Stock Investing 26-27 | 138007
Nov. 9, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138882
Nov. 10, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Income Tax Planning for Bond Investments 26-27 | 138011
Nov. 12, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
PFP Update: Investment Planning in This New Era 26-27 | 138607
Nov. 16, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Closely Held Business Owner Financial Planning Opportunities 26-27 | 138613
Nov. 16, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135175
Nov. 18, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
