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 Planning for Seniors 26-27 | 137845
June 22, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
PFP Update: Income Tax, Retirement and Estate Planning 26-27 | 138592
June 22, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
PFP Update: Issues, Exposures and Developing Client Strategy 26-27 | 138598
June 22, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 26-27 | 138013
June 23, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
PFP Update: Investment Planning in This New Era 26-27 | 138604
June 24, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Closely Held Business Owner Financial Planning Opportunities 26-27 | 138610
June 24, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
