Practitioner’s Guide
Showing all 6 results
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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 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 -
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
$377.00 – $477.77 Learn More -
BEYOND CAS. GO BOS.
It’s NOT Just the Numbers
By Penny Breslin and Damien Greathead
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How to move beyond the numbers and deliver real value for your clients.
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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 -
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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!
$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