Financial Planning

Financial Planning 11 matching products

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June 22, 2016 - June 24, 2016 - New Orleans, LA - Improve your knowledge by utilizing the most up-to-date tools, techniques and learning solutions to help drive growth and change in your organization. Gain a deeper understanding of how to develop long-range goals and measurements to inform strategic business decisions.
Conferences | Conference, Workshop
$295.00 - $1345.00
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Jun 12, 2017 - Jun 15, 2017 - Las Vegas, NV- Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you?ll learn why past attendees rave about this conference every year.
Conferences | Conference
$1125.00 - $1425.00
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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 | Download
$59.00 - $73.75
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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 lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.
Publications | PDF Newsletter
$325.00 - $406.25
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Make sure your clients are protecting themselves from the onslaught of higher taxes. This CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients.
CPE Self-Study | On-Demand, Text
CPE
$39.00 - $239.00
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This guide provides a comprehensive look at what CPAs need to know about retirement planning. It covers how to effectively motivate clients to make decisions necessary to implement a successful retirement plan that meets their goals.
Publications | eBook
$45.00 - $55.00
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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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Nov 14, 2016 - Nov 15, 2016- Online - Attend the Attend the AICPA National Tax Conference and remain up-to-date on critical issues and changing tax legislation that affect you and your clients.
Web Events | Online Conference
$1015.00 - $1315.00
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These Excel based calculators allows you to get a full view of the effect the new tax system has on your clients and will enable you to navigate the "new normal" of retirement planning.
Publications | Download
$159.00 - $199.00
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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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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 | Download
$69.00 - $86.25
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