tax practice
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new ebook option tax season opportunity guide
27 ways to make more money, service clients better, and have more fun
$195.00 – $215.00 learn more -
marketing tax services marketing tax services: build a bigger, stronger tax practice
how to build a bigger, stronger tax practice
the who, what, when, where, why, and how for delivering more client services and making more money
by edward mendlowitz, cpa, abv, pfs
$189.95 – $229.95 learn more -
sale!
instant download the 30:30 training method
the field-tested and proven time-saving technique for rapid staff development at tax and accounting firms
original price was: $79.95.$49.97current price is: $49.97. learn more -
the ira rescue guide the practitioner’s guide to ira distribution rules under the secure act [updated & expanded]
the essential guide for retirement distribution planning for ira owners and beneficiaries.
with 42-page supplement covering new irs rules issued in 2022
by seymour goldberg, cpa, mba (taxation), jd
the nationally renowned ira author and instructornew and critically important insight, examples, and guidance in a concise 134-page printer-friendly pdf ebook for accountants and tax practitioners advising clients with substantial retirement-type assets.
$109.00 learn more -
for the post-covid economy your $5 million high-net-worth practice
guidelines for sourcing and working with the wealthy
by russ alan prince and anthony glomski
the proprietary step-by-step guide to launching and growing a lucrative book of business with the highly affluent.
plus: six bonus appendices
$279.95 – $329.95 learn more -
tough questions, smart answers 202 questions and answers: managing an accounting practice, the complete 2-volume set
complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 learn more -
sale!
success secrets revealed call me before you do anything: the art of accounting
by edward mendlowitz, cpa
over 150 lessons learned the hard way – so you don't have to.
$199.95 – $249.95 learn more -
ira danger zones retirement assets: traps, failures and errors
by seymour goldberg, cpa, mba, (taxation) jd
the many practical issues you must be aware of when dealing with retirement assets
$85.00 learn more -
sale!
instant download tax season checklists: new for 2024
new & expanded 2024 edition with 50 new checklists
over 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
original price was: $259.95.$199.49current price is: $199.49. learn more -
form 5329 major penalty changes involving failure to take timely required minimum distributions from retirement accounts (including iras)
by seymour goldberg, cpa, mba, (taxation) jd
webcast lecture, with commentary, analysis and study guide
$45.00 learn more -
special tax planning bulletin new: practitioner’s introductory guide to the new retirement distribution rules that you must know
special tax planning bulletin
by seymour goldberg, cpa, mba, (taxation) jd
webcast lecture, with commentary, analysis and study guide
$139.00 learn more