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Personal Financial Planning

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PFS Live! Workshop
Nov 12, 2026
PFP
PFP Legislative & Regulatory & Advocacy News
Nov 10, 2026
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PFP/PFS Drop-in Sessions
Nov 10, 2026
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Year-End Planning Checklist
Nov 05, 2026
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fpPathfinder Spotlight for Tax Section Members
Nov 05, 2026
An Expert’s Advice to CPD Monitoring
Jeff Levine Weighs In: Can AI Replace Financial Advisors?
Oct 23, 2026
AICPA & CIMA
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PFP Podcast Library
Oct 23, 2026
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PFP webcasts & CPE
Oct 23, 2026
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CIMA FM Live
Oct 22, 2026
AICPA Store
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Bob Keebler says Why The IRS Just Put a Target on This Tax Strategy
Oct 16, 2026
AICPA & CIMA
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If the IRS Denied Your Kwong Claim: What You Need to Know to Protect Your Rights
Oct 14, 2026
Blogs (CIMA Insights and AICPA Insights)
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Treasury, IRS propose regulations for education tax credit
Oct 02, 2026
The Tax Adviser

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