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Personal Financial Planning

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Webcast
2026 Summer Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
CPE Self-study
Advanced Tax Planning S Corporations - Tax Staff Essentials
Online
Level: Advanced
$165 - $245
Webcast
Tax Practice Quarterly: 2026 Future-Focused Tax Practice Forum
Level: Update
CPE Credits:
2
Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
CPE Self-study
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
Online
Level: Basic
$165 - $245
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
Tax Practice Quarterly: 2027 Busy Season Readiness
Level: Intermediate
$0 - $109
CPE Credits:
2
Exam
Retirement Planning Certificate Exam
Scheduled
$145 - $229

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