A comprehensive look at the issues involved in using mutual funds to satisfy a client's investment needs. Topics include portfolio management, mutual fund analysis, as well as risk and suitability....
Plan now to protect your LLC and partnership clients from potential tax traps. During this advanced, planning course, you will study the complex issues necessary to ensure that the LLC, partnership and its owners attain the maximum benefits. In case studies, you will see how routine transactions ...
When should a family business owner begin the succession planning process? As soon as possible! It's never too early to begin the planning process, and with this new guidebook, you can start assisting your clients with their succession plans today. In over 160 pages, you'll get information and...
Before you can begin to advise clients on Health Savings Accounts, you need to understand how HSAs and high-deductible health insurance operate. This guide introduces you to HSAs and gives you an excellent description of all the guidance that the federal government has issued...
AICPA CPExpress (formerly AICPA InfoBytes) is a handy quick-reference guide and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? Youll find hundreds of hours of CPE courses, 24/7 access, and cutting-edge training and...
Learn what's new and changed in the federal individual income tax arena. This course brings you up-to-the-minute guidance on the latest tax legislation, court decisions, and IRS pronouncements including analysis of the 2003 Tax Act. Gain practical insights and valuable tax-savings strategies ...
Choose videocourse (in DVD or VHS format!) According to the IRS's National Taxpayer Advocate, the Number One most serious problem encountered by taxpayers ""is the growing reach of the individual Alternative Minimum Tax."" Business Week devoted its February 16, 2004 cover story to the problem. ...
Help your clients plan effectively for retirement income and tax savings. Arrange penalty-free retirement withdrawals for early retirees, plan tax-smart splits of retirement accounts in divorce cases, as well as appropriate tax-free ...
Serving as both an update on new developments as well as an introduction to those unfamiliar with CPA ElderCare services, this alert contains an abundant amount of information. In addition, the alert gives you long-term insurance checklists, a list of helpful Web sites and a listing of AICPA ...
Tax malpractice involves a real threat to the health and well-being of a tax practice and the tax practitioner. Legal and settlement costs, injury to reputation, and substantial disruption to one's practice and one's personal life are just a few of the painful consequences ...