Practitioner's Guide Archives

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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

$109.00 Learn 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
$77.77 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
INSTANT DOWNLOAD
Tax Season Checklists
Expanded 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!
$195.00 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
BEYOND CAS. GO BOS.
It’s NOT Just the Numbers
By Penny Breslin and Damien Greathead
- How to move beyond the numbers and deliver real value for your clients.
- The 11-step process for building a Back Office Support practice.
Includes Toolkit at no extra charge. (Not sold separately)
$265.95 – $295.00
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

Practitioner’s 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.

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

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

Tax Season Checklists

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

It’s NOT Just the Numbers

By Penny Breslin and Damien Greathead

**How to move beyond the numbers and deliver real value for your clients.**

The 11-step process for building a Back Office Support practice.

Includes Toolkit at no extra charge. (Not sold separately)

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

(please include the order number, if applicable)