Personal Financial Planning

Personal Financial Planning 47 matching products

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AICPA Personal Financial Planning Membership Section
This AICPA voluntary membership section is for CPAs and other professionals who provide personal financial planning services to individuals and families. PFP Section member benefits include the popular, annually updated PFP Practice Handbook, as well as invaluable networking opportunities with CPAs around the country who provide personal financial planning services.
Sectional Memberships | Membership
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AICPA Tax Membership Section
For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 23,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.
Sectional Memberships | Membership
$0.00 - $190.00
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Journal Of Accountancy - August 2009
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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Journal Of Accountancy - May 2009
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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Journal Of Accountancy - July 2008
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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CPA ElderCare - PrimePlus: A Practitioner's Resource Guide - Third Edition
This newly revised and expanded resource guide with CD-ROM toolkit answers your questions about offering CPA ElderCare and CPA PrimePlus services to older adult clients and their families.
Publications | Paperback
$129.00 - $161.25
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Journal Of Accountancy - November 2008
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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Journal Of Accountancy - February 2009
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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JOA - January 2010
The Journal of Accountancy tells you at a glance what's been happening in the profession, the SEC, PCAOB, IRS, in business and the economy.
Publications | Magazine
$9.60 - $12.00
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2007 AICPA/Moss Adams CPA Financial Planning Practice Study
This landmark study, drawing on detailed information from more than 400 practices across the country, provides insights into how successful CPA financial planners are running their practices—and the challenges that they face.
Publications | On-Demand, Paperback
$95.00 - $195.00
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Life Insurance: How to Use It to Your Clients' Advantage
Life Insurance: How to Use It to Your Clients Advantage and its accompanying interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.
Publications | Paperback
$66.00 - $72.00
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PETRIARCH(TM): The Complete Guide to Financial and Legal Planning for a Pet's Continued Care
Protect the welfare and security of family pets and all animals. This book provides the information you need to understand the legal concepts and practical applications of pet trusts. A companion CD includes questionnaires, forms, and templates.
Publications | Paperback
$45.00 - $56.25
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