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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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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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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 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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$445.00 - $745.00
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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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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 | Text
CPE
$155.00 - $193.75
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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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