Personal Financial Planning

Personal Financial Planning 81 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 18, 2016 - Jan 20, 2016 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1125.00 - $1425.00
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Jan 18, 2016 - Jan 20, 2016 - Las Vegas, NV - The AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1125.00 - $1425.00
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A new surtax is being imposed on certain income that exceeds a threshold amount. This surtax will affect individuals, trusts and estates. The information and resources in this toolkit will enable you to minimize the effects the surtax has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | Download
$59.00 - $73.75
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Jul 18, 2016 ? Jul 20, 2016 - the 2016 AICPA Advanced Estate Planning Conference will provide new insights, game-changing analysis, and sophisticated technical training to help you keep on top of your profession. This premier event will deliver the expertise, hands-on training and up-to-the-minute information practitioners have come to expect.
Web Events | Online Conference
$1145.00 - $1445.00
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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
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Great promotional giveaway.
Publications | Publication
$29.50
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Thursday, September 10 - This seminar 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.
Web Events | Audio Webcast
$149.00 - $199.00
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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.
Publications | eBook, Paperback
$51.00 - $71.25
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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
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Great promotional giveaway.
Publications | Publication
$5.70
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Focuses on the role of planning for insurance needs
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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