Investment Planning

Investment Planning 11 matching products

Highlighted ResultsHighlighted Results

Product Image
This CPE course reviews major developments affecting 1040 return preparation for 2015 and useful tax-planning strategies.
CPE Self-Study | On-Demand
CPE
$179.00 - $229.00
See Details
Product Image
Make sure your clients are protecting themselves from the onslaught of higher taxes. This CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients.
CPE Self-Study | On-Demand, Text
CPE
$39.00 - $239.00
See Details

Results

1 | 2 | Next
Covers various aspects of the principles of investments and their application to financial planning.
CPE Self-Study | Text
CPE
$200.00 - $250.00
See Details
Compare
A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
See Details
Compare
Monday, June 6 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$99.00 - $129.00
See Details
Compare
This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.
Publications | PDF Newsletter
$325.00 - $406.25
See Details
Compare
Monday, June 13 - This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.
Web Events | Video Webcast
$139.00 - $179.00
See Details
Compare
This collection provides guidance to practitioners specializing in offering tax, estate, retirement, risk management, and investment planning advice. It contains technical content on planning for social security, health care in retirement, in-depth tax and estate issues, practice management and professional responsibilities.
Publications | Online Subscription
$299.00 - $359.00
See Details
Compare
CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
Publications | E-Newsletter, PDF Newsletter
$550.00 - $687.50
See Details
Compare
Monday, June 20 - This session will provide instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Web Events | Video Webcast
$139.00 - $179.00
See Details
Compare
Monday, June 27 - 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 - $179.00
See Details
Compare
Monday, June 6 - This is an introductory session to the personal financial planning process.
Web Events | Video Webcast
$139.00 - $179.00
See Details
Compare
1 | 2 | Next