This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.
Program Level: Basic Prerequisites: None Advanced Preparation: None Instructional Method: This program is a QAS Self Study offering. Field of Study: Tax
Registration Requirements: In order to purchase this program, you can add this course to your cart and continue with the purchase, or you may contact Angela Perkins at firstname.lastname@example.org or1-866-412-5352.
Program Refund Policy: Your satisfaction is our first goal. All courses may be returned for a refund or exchange within 30 days of purchase provided the materials have not been used and the tests have not been taken. Shipping and handling charges are not refundable. For more information regarding administrative policies such as complaint and refund, please contact our offices at1-866-412-5352.
Complaint Resolution Policy: All complaints will be handled in a timely and efficient manner to ensure the complete satisfaction of our students. For more information regarding administrative policies such as complaint and refund, please contact our offices at1-866-412-5352.
CPE World is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.