Retirement Planning

Retirement Planning 21 matching products

Highlighted ResultsHighlighted Results

Product Image
This is a comprehensive course geared to guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions and disclosures for C Corporations and S Corporations.
CPE Self-Study | Text
CPE
$215.00 - $268.75
See Details
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.
See Details

Results

1 | 2 | 3 | Next
In this CPE course, learn how to advise clients on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$165.00 - $206.25
See Details
Compare
This CPE course covers real-world situations and provide tools to advise your clients on how to make optimal decisions when it comes to Social Security and Medicare.
CPE Self-Study | Text
CPE
$135.00 - $168.75
See Details
Compare
Tuesday, November 11 - 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
$129.00 - $161.00
See Details
Compare
Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
See Details
Compare
Tuesday, November 11 - This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.
Web Events | Video Webcast
$129.00 - $161.00
See Details
Compare
Tuesday, November 18 - This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.
Web Events | Video Webcast
$129.00 - $161.00
See Details
Compare
In this CPE course, discover the correlation between fiduciary and income tax rules for trusts and estates, accounting for income, and expenses and how to prepare a Form 1041.
CPE Self-Study | Text
CPE
$155.00 - $193.75
See Details
Compare
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.
Publications | eBook, Paperback
$35.00 - $48.75
See Details
Compare
Monday, November 3 - This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
Web Events | Video Webcast
$129.00 - $161.00
See Details
Compare
In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
See Details
Compare
1 | 2 | 3 | Next