Financial Planning

Financial Planning 13 matching products

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This collection offers financial managers and management accountants a complete overview of today's forecasting and budgeting processes and allows you to improve your financial decision-making.
CPE Self-Study | On-Demand
CPE
$225.00 - $279.00
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Jan 19, 2015 - Jan 21, 2015 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference, Workshop
$295.00 - $1690.00
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Look like a hero in your client’s eyes as you use estate planning strategies to minimize tax exposure and maximize growth of your client’s assets. Get an in-depth analysis of how and why these strategies work and their tax implications.
CPE Self-Study | Text
CPE
$155.00 - $193.75
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Wednesday, October 22 - This webcast is ideal for emerging CPA financial planners trying to break into this career as well as seasoned CPAs who want to expand their existing practices with this service.
Web Events | Audio Webcast
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November 3 – 4, 2014 - Tax laws and legislation are in a constant state of flux—predicting what’s coming, knowing how to plan, and explaining critical details to your clients are challenges you face every day. This conference clarifies these constant changes, so you can deliver trusted expertise to your clients and organizations.
Web Events | Audio Webcast
$600.00 - $1275.00
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Wednesday, October 29 - This strategic session will help you use your client’s tax return to gain a snapshot of their current financial situation and begin to develop a closer relationship to cover all of their financial planning needs, including tax, retirement, estate, investments and insurance/risk management.
Web Events | Video Webcast
$0.00 - $124.00
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Thursady, October 30 - In this webcast, a panel of practitioners will discuss the retirement three legged stool
Web Events | Video Webcast
$85.00 - $106.00
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Wednesday, October 22 - This webcast bundle helps CPA financial planners add financial planning services to their tax practices
Web Events | Video Webcast
$599.00 - $759.00
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A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$59.00 - $73.75
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The information and resources in this toolkit will enable you to minimize the effect that the new tax structure has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$69.00 - $86.25
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This Toolkit provides everything you need to understand and implement the new PFP Standard, including sample Engagement Letters and customizable checklists to document and communicate with your clients during all stages of your engagement.
Publications | On-Demand
$79.00 - $98.75
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This CPE course will bring you up-to-date on the latest strategies and techniques that will keep more money in the hands of your clients and make you look like a hero!
CPE Self-Study | Text
CPE
$175.00 - $218.75
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