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.
VirtualEstate and Trust Planning Encore Virtual Conference 2026 | 1000005407
Aug. 5, 2026 | 8:30 a.m. PT – Aug. 6, 2026 | 5 p.m. PT
CPE: 16
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27 | 138585
Aug. 6, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27 | 138589
Aug. 6, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Audits of 401k Plans 26-27 | 137810
Aug. 6, 2026 | 8 a.m.–1:30 p.m. PT
CPE: 6
- Virtual
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138881
Aug. 11, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
101 Tax Planning Ideas 26-27 | 137948
Aug. 18, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
