This course focuses on updating CPAs to the newest changes in personal financial planning as it relates to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Discuss critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives.
Formerly titled: Personal Financial Planning Update: General Financial Planning Update
PICPA Member: $79
Nonmember: $104
Course No. 4193176B
Level: Update
Prerequisites: Knowledge or experience working on basic financial planning strategies.