Search Results

    Page  1 2 3 4
    Showing results 1 - 10 of 39
    Order by:


    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on April 03, 2014

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return
    Published on March 24, 2011

    Tax Return Checklist

    Presentation Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

    Portfolio Rebalancing What CPA Financial Planners Need to Know About Tax Traps and Opportunities

    Webcast This seminar gives you practical tips and simple techniques for managing your clients' portfolios.
    Published on September 01, 2011

    Analysis of a Tax Return for Personal Financial Planning

    Checklist Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice
    Published on June 18, 2013

    2011 Series Take Charge Your Money. Your Life.

    Webcast Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials
    Published on May 03, 2013

    Roth Education Series - Part 2

    Webcast With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important...
    Published on April 08, 2011

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities
    Published on July 16, 2013

    Page  1 2 3 4
    Showing results 1 – 10 of 39
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.