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- 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 instructor
new 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!advisory essentials
77 ways to wow! the complete guide to small-business consulting
by edward mendlowitz, cpa
plus: 125-item toolkit, with fully customizable, immediately-useful practice aids$350.00–$377.77learn more
- beyond cas. go bos.
it’s not just the numbers
by penny breslin and damien greathead
how to movebeyond the numbersanddeliver real valuefor your clients.
the 11-step process for building a back office support practice.
includes toolkit at no extra charge. (not sold separately)$265.95–$295.00learn 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$85.00learn more