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OnDemand Webinar: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE credit available

OnDemand Webinar: Post-Mortem Estate Planning

Post-Mortem Estate Planning

Gain an understanding of how income tax and estate planning is affected once a client passes away.The Federal Estate and Gift Tax Exemption of $11,180,000, plus portability, changes the focus of Post Mortem Tax Planning.

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: New Guidance for CPAs Offering Personal Financial Planning

New Guidance for CPAs Offering Personal Financial Planning

Are you offering personal financial planning? Make sure you are up to speed on the newly released standards. The increased demand and projected growth of personal financial planning services in areas such as estate,...

Live Webinar: Post-Wayfair: Economic Nexus Standards in State Taxation

Post-Wayfair: Economic Nexus Standards in State Taxation

Understand emerging trends in this area and why merely having customers in states with new economic nexus statutes could subject you to new business tax liabilities.

Live Webinar August 21, 2019 1:00pm EST

AIPB, CLE, CPE, IAPP credit available

OnDemand Webinar: Social Security Benefits and Other Retirement Options

Social Security Benefits and Other Retirement Options

Be able to explain to your clients alternative sources of retirement income.Statistics today show that individuals are living longer. However, many have not prepared for nor have explored the various retirement options...

Available as OnDemand Webinar, Audio & Reference Manual, Video, Video, Video, Video

Bookstore: Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions

Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions

Why purchase these reference materials? Find out what financial statements really reveal about businesses and where to find the best research sources for comparative statement data.

Live Webinar: Basic Excel Financial Reporting

Basic Excel Financial Reporting

Take the first steps to creating financial reports with ease utilizing Microsoft® Excel®. We all are confronted with huge amounts of data on a daily basis.

Live Webinar July 22, 2019 1:00pm EST

AIPB, ASAP PACE, CPE, IAAP credit available

Live Webinar: Understand and Interpret Financial Statements

Understand and Interpret Financial Statements

If you are responsible for analyzing your company’s financial statements or just need a better understanding of what they mean, this information is for you.

Live Webinar September 19, 2019 1:00pm EST

AIPB, CLE, CPE credit available

Live Webinar: Advanced Excel Financial Reporting

Advanced Excel Financial Reporting

Take an advanced approach to financial reporting using the power of Excel®. In this presentation Excel® expert David H. Ringstrom, will walk you through creating a dashboard to facilitate analyzing a general ledger...

Live Webinar September 20, 2019 1:00pm EST

AIPB, ASAP PACE, CPE, HR Certification Institute, IAAP, SHRM credit available

Live Webinar: Intermediate Excel Financial Reporting

Intermediate Excel Financial Reporting

Streamline financial reporting and analysis by using Excel’s® limitless features. In this presentation, Excel® expert David H. Ringstrom shares with you a number of ways that you can streamline financial reporting...

Live Webinar August 13, 2019 1:00pm EST

AIPB, ASAP PACE, CPE, IAAP credit available

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