Retirement Planning

Retirement Planning 8 matching products

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AICPA's 2012 Corporate Income Tax Returns Workshop by Sid Kess
Give yourself the AICPA advantage with our unique perspective on the latest tax changes including the recent Tax acts.
CPE Self-Study | Text
CPE
$209.00 - $261.25
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AICPA Store PFP Resources
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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The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.
Publications | Paperback
$89.00 - $111.25
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Unlocking the Mystery of Healthcare Planning for Retirement: Second Edition
Modern medicine has extended life expectancy, but the added years often come at a high cost--and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.
Publications | eBook, Paperback
$35.00 - $48.75
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The IRA Distribution Rules: IRS Compliance and Audit Issues
The potential liability for taxpayers who violate the retirement account rules is significant. Clients and heirs who do not adhere to these rules properly can trigger IRS examinations and may incur significant penalties. This book explains the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | Download
$39.00 - $48.75
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The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Second Edition
Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
Publications | eBook, Paperback
$32.00 - $45.00
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Planning for Retirement Needs, Eleventh Edition
Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD/Manual, Text
CPE
$70.00 - $250.00
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Planner: Newsletter of the AICPA Personal Financial Planning Division
This bi-monthly newsletter from the AICPA Personal Financial Planning Division focuses entirely on technical topics and developments in tax, estate, retirement, risk management and investment planning specific to individuals.
Publications | Download
$148.00 - $185.00
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2014 Advanced Personal Financial Planning Conference
January 20-22, 2014 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1095.00 - $1395.00
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AICPA PFS Exam Review Class
June 26-28, 2013 -Durham, NC - In two information-packed days, the Exam Review Class will help you understand the technical foundation of the Personal Financial Planning discipline and prepare you for the PFS examination.
Conferences | Conference
$795.00 - $1095.00
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