Investment Planning

Investment Planning 5 matching products

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This CPE course 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.
CPE Self-Study | On-Demand, Text
CPE
$99.00 - $139.00
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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
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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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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
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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
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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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Covers various aspects of the principles of investments and their application to financial planning.
CPE Self-Study | Text
CPE
$200.00 - $250.00
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