Personal Financial Planning

Personal Financial Planning 10 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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AICPA has the latest tax CPE Self-Study, Publications, Conferences and Web Event guidance to bring you up to speed on the key changes you'll need—for you and your clients—as a result of recent tax changes. Stay up to date.
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Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
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$51.00 - $71.25
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Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.
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$7.99 - $19.99
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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.
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$113.00 - $156.25
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State legislatures are facing severe budget shortages, and state governments are looking for ways to maximize their tax revenues. This book covers what you need to know, from both planning and compliance perspectives, to help your clients understand and comply with the evolving state and local tax rate structure.
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$50.00 - $68.75
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Intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that.
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$53.00 - $73.75
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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.
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$50.00 - $68.75
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Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.
Publications | Online Subscription
$150.00 - $250.00
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A CPA's Guide to Family Law Services Practice Aid was designed as a resource to help practitioners provide services to clients and attorneys in the area of family law. Fully updated as of April 2013.
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$56.00 - $70.00
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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
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$50.00 - $68.75
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This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Publications | eBook, Paperback
$53.00 - $73.75
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