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Guidance for planners who advise clients in estate, tax, retirement, investment and risk management matters, this guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.
Format: On-Demand
Price range from: $79.00 - $99.00
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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.
Price range from: $339.00 - $429.00
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The MAP eHandbook is a valuable practice management resource, offering best practice advice regarding employee compensation and benefits, staffing, disaster recovery, firm organization, and many other areas of interest to your firm.
Price range from: $149.00 - $379.00
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Great promotional giveaway.
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Price range from: $29.00
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Publications
Guidance for planners who advise clients in estate, tax, retirement, investment and risk management matters, this guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.
Format: On-Demand
Price range from: $79.00 - $99.00
View details
Publications
Great promotional giveaway.
Format: Publication
Price range from: $5.70
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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.
Price range from: $389.00 - $489.00
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This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
Format: On-Demand
Price range from: $229.00 - $289.00
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This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Format: eBook, Paperback
Price range from: $59.00 - $69.00
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The Adviser's Guide to Healthcare is a comprehensive resource for professionals who provide advisory services for healthcare practices and related providers. The Guide covers recent healthcare legislation, healthcare practice consulting, and introduces models of healthcare practices.
Price range from: $109.00 - $249.00
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Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and put together a game plan for their future.
Format: Paperback, eBook
Price range from: $109.00 - $149.00
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Leverage the content you need through the marketing channels of your choice with this annual subscription. Each month, you will receive a collection of timely articles that provide a lively look at tax saving ideas, financial planning tips, and small business advice that add value for your clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will take your firm marketing to the next level.
Format: On-Demand
Price range from: $589.00 - $739.00
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Brought to you by the AICPA, Switching Gears Lifestyle Process is a retirement coaching program created to help you implement a post-career plan of action which will create new paths for your life.
Format: On-Demand
Price range from: $1800.00 - $2000.00
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This guide provides a comprehensive look at what CPAs need to know about retirement planning. It covers how to effectively motivate clients to make decisions necessary to implement a successful retirement plan that meets their goals.
Format: eBook
Price range from: $49.00 - $59.00
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Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.
Format: Paperback
Price range from: $289.00 - $369.00
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