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Personal Financial Planning

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Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1
Webcast
Tax Practice Quarterly: 2027 Busy Season Readiness
Level: Intermediate
$0 - $109
CPE Credits:
2
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
Webcast
2026 Summer Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
Level: Basic
$319 - $399
CPE Credits:
8
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
Exam
Estate Planning Certificate Exam
Scheduled
$129 - $199
CPE Self-study
Estate Planning Learning
Online
Level: Intermediate
$225 - $335
Webcast
2027 Winter Tax Rewind
Level: Update
$0 - $109
CPE Credits:
2
Webcast
Tax Practice Quarterly: Navigating Technology for Tax Practitioners in 2027
Level: Intermediate
$0 - $109
CPE Credits:
2
Webcast
Advanced Tax Planning S Corporations - Tax Staff Essentials
Level: Advanced
$279 - $349
CPE Credits:
7.5

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