Estate Planning

Estate Planning 17 matching products

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Level 3 is designed for experienced tax compliance specialists. Key topics covered include: ASC 740, tax exempt organizations, real estate transactions, and more! This level will give Staff, Seniors and Supervisors the confidence necessary to begin assuming client and engagement management responsibilities.
CPE Self-Study | On-Demand
CPE
$549.00 - $689.00
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This course is highly useful during annual tax planning for the closely-held business operating (or considering operating) as an S Corporation.
CPE Self-Study | Text
CPE
$129.00 - $169.00
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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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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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Jun 12, 2017 - Jun 14, 2017 - Las Vegas, NV - AICPA Advanced Estate Planning Conference will be offered at AICPA ENGAGE this year. Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1145.00 - $1445.00
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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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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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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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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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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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This publication provides a complete overview of the main topics of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
Publications | Paperback
$149.00 - $169.00
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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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