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Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies
This CPE course will bring you up-to-date on the latest strategies and techniques that will keep more money in the hands of your clients and make you look like a hero!
$175.00 - $218.75
2016 Advanced Personal Financial Planning Conference
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.
$1125.00 - $1425.00
Personal Financial Planning Services Library
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.
$299.00 - $359.00
CPA Client Tax Letter
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.
$325.00 - $406.25
CPA Client Bulletin Select
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.
$895.00 - $1095.00
CPA Client Bulletin
CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
$550.00 - $687.50
PFP Boot Camp: Investment Planning
Monday, December 7 - This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.
| Video Webcast
$139.00 - $174.00
The CPA's Guide to Financing Retirement Healthcare
Modern medicine has extended life expectancy, but the added years often come at a high cost--and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.
$45.00 - $55.00
The CPA's Guide to Social Security Planning
Many Baby Boom generation clients will be retiring in the next 15-20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
$45.00 - $55.00
Form 1041: Income Taxation of Estates and Trusts
This CPE course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms, including the Federal Form 1041.
$149.00 - $189.00
Planning for Retirement Needs
Focuses on selecting the right retirement plan for the business and on individual retirement planning.
DVD w/ Manual
$70.00 - $250.00
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.
$89.00 - $111.25
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