Retirement Planning

Retirement Planning 23 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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Stay up-to-date on the latest tax developments! This comprehensive CPE course covers all legislative, judicial, and IRS developments of the past year with an emphasis on implementation and compliance.
CPE Self-Study | On-Demand, Text
CPE
$159.00 - $229.00
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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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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 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.
CPE Self-Study | Text
CPE
$149.00 - $189.00
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A guidebook for professionals who structure, tailor and administer financial and estate plans. Covers estate, tax, retirement planning, as well as investment and risk management. Examines the techniques used to set and meet the financial goals of clients and their families.
Publications | On-Demand
$79.00 - $99.00
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Thursday, November 7 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$99.00 - $129.00
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Thursday, July 28 - This portion has been designed to equip financial planners with information about advanced estate planning issues involving retirement plans. Specifically, this webcast will cover the distribution rules under the § 401(a)(9) regulations and paying IRAs to trusts.
Web Events | Video Webcast
$99.00 - $129.00
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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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This publication covers the basic concepts needed to discuss your client's retirement planning needs.
Publications | Paperback
$149.00 - $169.00
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Monday, November 21 - 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
$139.00 - $179.00
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Monday, November 14 - 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
$139.00 - $179.00
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