Investment Planning

Investment Planning 11 matching products

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Budgeting is both an art and a science. In this CPE course, learn how to apply leading-edge tools and methods to make your planning process more strategic and your budget process more flexible.
CPE Self-Study | On-Demand, Text
CPE
$139.00 - $229.00
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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 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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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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Thursday, November 14 - 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
$139.00 - $179.00
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Monday, November 28 - Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$139.00 - $179.00
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Monday, November 7 - This is an introductory session to the personal financial planning process. This webcast reviews methods of gathering client data and instructions on how to work with clients to set goals.
Web Events | Video Webcast
$139.00 - $179.00
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Monday, November 21 - This session will provide instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Web Events | Video Webcast
$139.00 - $179.00
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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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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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This publication will enhance your knowledge on the principles of investments and their application to financial planning. Topics discussed include risk analysis, portfolio management, stocks, bonds, tax issues, ethical issues, and more.
Publications | Paperback
$149.00 - $169.00
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