Critical Tax Issues for Increasing Wealth
Turn your older, wealthier and self-employed tax clients into profitable financial planning clients — and earn 16 CPE credits.
Innovative Tax Planning for Individuals and Sole Proprietors
Increase client wealth by focusing on tax-saving angles and exploring investment opportunities. Earn 15 CPE credits.
Retirement Distribution Rules: What the Practitioner Must Know
Gain an overview of benefit planning distribution issues and avoid common errors. Over 70 examples provide insight on practical application. Earn nine CPE credits.
The CPA’s Guide to Retirement Plans for Small Businesses, 2nd Edition
Gary Lesser’s popular guide provides latest approaches and techniques. Add Plan Illustration Software for quick results.