May 20, 2010
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Do You Have the Magic Skill? by Lewis Schiff How financial advisors can better connect with clients and not only have enhanced relationships but more productive practices.
Cashing in On Investing in Precious Metals With Retirement Plans Sponsored by Equity Trust Precious metals have long been considered one of the few ways to protect assets from high inflation and economic uncertainty. Clients are investing their IRAs in gold, silver and more.
Estate Planning Essentials: Tax Relief for Your Clients' Estates Explore the use of wills, trusts, and life insurance as vehicles to reduce the estate tax.
Securing the Future: Building a Succession Plan for Your Firm Firms with the most successful succession strategies begin planning well before partners are ready to retire. Turn to this two-book set from succession expert Bill Reeb for guidance on setting succession goals and processes in place.
Can You Trust Your Trust: What the Practitioner Must Know Many states have significantly revised the trust laws pertaining to accounting income, and its application to tax reporting positions. Get up to speed on the changes with this book in handy download format.
Professional Ethics: AICPA's Comprehensive Course AICPA’s classic course is once again available. Earn eight CPE credits.
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Applying FIN 48 and SFAS No. 109 In this video clip, Bobby J. Carmichael, Ed.D., CPA, discusses FIN 48 with Scott F. Guertin, CPA and SFAS No. 109 with William I. Eskin, CPA, Scott F. Guertin, CPA; and Linda A. Paradis, CPA.
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CPExpress
CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 – 2 credit courses.
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Play Quarterback on Roth Conversions Equity Trust Webinar on financial architecture strategies reveals the playbook.