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Estate planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

AICPA Advanced Estate Planning Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

AICPA ENGAGE

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

Integrating Estate Planning With the Tax and Financial Plan

Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning...

Course – Online Estate planning Intermediate

Incapacity and Postmortem Estate Planning

Equip yourself with the knowledge you need to help your clients create a plan for their estates in case they ever become physically or mentally incapacitated or...

Course – Online Incapacity & postmortem estate planning Intermediate

Estate Planning Certificate Program

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.

Course – Online Estate planning Intermediate

Closely-held Business Estate Planning

Learn about planning strategies and documents needed for closely held business estate planning issues so you can provide reasoned recommendations to your clients.

Course – Online Process, taxation & strategies Intermediate

Basic Estate and Gifting Strategies

Learn the correct application of estate planning and gift strategies that can greatly enhance the client's personal financial plan.

Course – Online Process, taxation & strategies Foundational

Advanced Estate and Gifting Strategies

Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.

Course – Online Process, taxation & strategies Intermediate