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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Provides a wealth of tax-planning tips and strategies and addresses key tax return issues to arm you with the latest guidance to better serve your clients.
Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies.
Level 3 is designed for experienced tax compliance specialists. Key topics covered include: ASC 740, tax exempt organizations, real estate transactions, and more! This...
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.
A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.