Financial Planning

Financial Planning 11 matching products

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This CPE course provides excellent baseline information on the Generally Accepted Government Auditing Standards. You’ll review governmental auditing foundations, ethics, general audit standards and more!
CPE Self-Study | On-Demand, Text
CPE
$105.00 - $193.75
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This course provides you with an outline of emerging tax issues along with a review of common tax planning considerations that affect various business owners and entity types.
CPE Self-Study | Text
CPE
$155.00 - $193.75
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Nov 2, 2015 – Nov 3, 2015 - The AICPA’s flagship 2015 National Tax Conference features prominent tax experts who have unparalleled insights into this ever-complex landscape. Their knowledge, combined with your peers’ experiences, will get you up to speed and ahead of schedule.
Web Events | Audio Webcast
$995.00 - $1295.00
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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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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 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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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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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 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 | On-Demand, Text
CPE
$175.00 - $218.75
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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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