PFP Practice

PFP Practice 33 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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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$695.00 - $995.00
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Technology is changing the landscape of the accounting profession in ways that we could not even imagine just a few years ago. This book helps you address the challenges that you face and the role that technology can play in enabling you to get your work done as efficiently and profitably as possible.
Publications | eBook, Paperback
$50.00 - $68.75
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This CPE course will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. This topic is constantly changing so make sure you’re up-to-date on the latest information!
CPE Self-Study | Text
CPE
$135.00 - $168.75
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ABM Online is a concise, non-technical business aid and reference for professional advisers for addressing questions on a wide array of business, legal, tax, and financial topics.
Publications | Online Subscription
$159.00 - $198.75
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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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Great promotional giveaway.
Publications | Publication
$66.00
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Tuesday, November 18 - This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans.
Web Events | Video Webcast
$139.00 - $174.00
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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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This course examines the federal income tax system with particular reference to the taxation of individuals.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | CD-ROM, Text
CPE
$70.00 - $250.00
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Monday, November 3 - This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
Web Events | Video Webcast
$139.00 - $174.00
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