Products
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Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients
Digital downloadClients making big decisions without telling you? This book helps CPAs, financial advisors, and insurance pros improve client communication, build trust, and strengthen relationships for long-term success. A must-read for growing your practice.
$24.99
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All Courses, NASBA, IRS, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning - Medicare Surtax & Social Security Income Reduction (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA, IRS, Self Study (QAS)
Exploring Client Advisory Services - Depreciation (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 1.5 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA, IRS, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - A Primer on Gifting (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA, IRS, Self Study (QAS)
Lifecycle Financial Planning - Simple but Effective Individual Tax Planning Strategies (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA, Self Study (QAS)
Exploring Client Advisory Services – Business Income Tax Basics (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29