Financial Planning

Financial Planning 15 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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This course will help you to sharpen your leadership skills and learn what it takes to be an ethical and courageous leader in the accounting profession.
CPE Self-Study | On-Demand, Text
CPE
$155.00 - $218.75
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Thursday, June 18 - Whether you cover all practice areas in financial planning or collaborate with other advisers, it is critical to have rigorous discovery processes in place.
Web Events | Video Webcast
$119.00 - $149.00
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CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
Publications | E-Newsletter, PDF Newsletter
$550.00 - $687.50
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Thursday, May 28 - This series will teach existing practitioners how to add financial planning services to their tax practices in the areas of educating children, tranferring wealth, protecting assets, funding retirement and more.
Web Events | Audio Webcast
$549.00 - $649.00
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Friday, June 5 - The US generation skipping tax (GST) can be problematic for each generation involved in gifts and transfers of trusts.
Web Events | Audio Webcast
$99.00 - $124.00
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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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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 | On-Demand, Text
CPE
$135.00 - $168.75
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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 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 | On-Demand, Text
CPE
$175.00 - $218.75
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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This collection provides guidance to practitioners specializing in offering tax, estate, retirement, risk management, and investment planning advice. It contains technical content on planning for social security, health care in retirement, in-depth tax and estate issues, practice management and professional responsibilities.
Publications | Online Subscription
$299.00 - $359.00
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