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Becoming a Media Resource - The Interview

Guide The CPA Marketing Tool Kit provides tips on getting ready to be interviewed by the media.
Published on September 13, 2012

Client Satisfaction Surveys - Tips

Guide The CPA Marketing Tool Kit provides a simple but effective way to evaluate the delivery and quality of the services your firm provides -- a client satisfaction survey.
Published on February 03, 2010

Tax Practitioners Toolkit for Medium Firms

Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
Published on March 08, 2013

Tax Practitioners Toolkit for Large Firms

Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
Published on March 11, 2013

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Governmental & Nonprofit Annual Update (2012- 2013 Edition)

Coverage of recent requirements address the latest in Single Audit and Yellow Book requirements.



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Reinforce your understanding of frequently used principles and receive a wealth of tax planning tips and strategies. Learn how to apply the latest changes when preparing individual income tax returns and advise clients on new developments and tax-saving ideas for individuals.



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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.

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