Financial Planning

Financial Planning 11 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 | Text
CPE
$175.00 - $218.75
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The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.
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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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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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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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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 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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Nov 14, 2015 - Nov 15, 2015- 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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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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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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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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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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