Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.
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Nov 16-17, 2020 - Washington, DC - It's time again to look at the industry's most reliable guidance. You'll find coverage of the most pressing issues and opportunities...
Nov 16 - Nov 17, 2020 - Washington, DC - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined....
Emphasizing implementation and compliance, this CPE self-study course will help you understand and apply recent Federal tax law changes that may impact your client.
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...
Covers entity selection risks and how the goals of the closely held business owner are achieved.
Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.
Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.
Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.