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)
Price range: $439.95 through $459.95 Learn More -
![The Practitioner’s Guide to IRA Distribution Rules under the SECURE Act [UPDATED & EXPANDED]](https://cpatrendlines.com/wp-content/uploads/2022/05/Goldberg-Guide-to-IRAs-SG22IRA-CVR-v3-200w-copy-1.png)
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
$109.00 Learn More
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Sale!
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
Price range: $199.97 through $259.97 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 -
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 -
THE NEXT BIG OPPORTUNITY Holistic Guide to Wealth Management
The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice
By Rory Henry and 34 renowned thought-leaders, professionals and practitioners.
$249.97 Learn More -
SPECIAL TAX PLANNING BULLETIN 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