Retirement Planning

Retirement Planning 14 matching products

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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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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 | Text
CPE
$175.00 - $218.75
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Monday, November 24 - This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$139.00 - $174.00
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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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This comprehensive CPE course discusses the creation and administration of trusts, concepts which prove essential in understanding trust documents and preparing the relevant tax returns.
CPE Self-Study | Text
CPE
$155.00 - $193.75
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$445.00 - $745.00
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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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Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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In this CPE course, discover the correlation between fiduciary and income tax rules for trusts and estates, accounting for income, and expenses and how to prepare a Form 1041.
CPE Self-Study | On-Demand, Text
CPE
$95.00 - $206.25
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In this CPE course, learn how to advise clients on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$165.00 - $206.25
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In this publication, learn the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | eBook, Paperback
$50.00 - $68.75
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This CPE course covers real-world situations and provide tools to advise your clients on how to make optimal decisions when it comes to Social Security and Medicare.
CPE Self-Study | On-Demand, Text
CPE
$135.00 - $168.75
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