personal financial planning
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from cas to cash
client accounting services: the definitive success guide
the why, what, and how of cas
by hitendra r. patil
more than 300 pages of ideas, insights, tips, tricks, and best practices for your cas success
plus – bonus downloadable toolkits (included free with every order)
$395.00–$450.00learn morethe 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.
$109.00learn more- sale!
for the covid recovery
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
$199.97–$239.49learn more ira danger zones
retirement assets: traps, failures and errors
the many practical issues you must be aware of when dealing with retirement assets
by seymour goldberg, cpa, mba, (taxation) jd
$85.00learn more
author of:the practitioner’s guide to ira distribution rules under the secure act