Financial Planning

Financial Planning 14 matching products

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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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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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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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Friday, October 17 - This program will address how the business owner needs to handle retirement, insurance and income tax planning issues and other important planning issues.
Web Events | Audio Webcast
$99.00 - $124.00
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Thursday, December 4 - The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions
Web Events | Audio Webcast
$99.00 - $124.00
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This Excel-based software will enable you to minimize the effects that the new tax structure has on your clients, and institute best practices that will yield benefits this year and beyond. The 15-year projection calculators will ensure that your clients come for planning advice this year, and keep coming back to you for advice year after year.
Publications | On-Demand
$159.00 - $198.75
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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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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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In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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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 | Text
CPE
$155.00 - $193.75
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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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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
$275.00 - $1275.00
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