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Essentials of Personal Financial Planning

Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1119421209
Total Pages : 515 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Essentials of Personal Financial Planning by : Susan M. Tillery

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 515 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Audits of Property and Liability Insurance Companies

Author :
Publisher :
ISBN 13 :
Total Pages : 380 pages
Book Rating : 4.3/5 (97 download)

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Book Synopsis Audits of Property and Liability Insurance Companies by :

Download or read book Audits of Property and Liability Insurance Companies written by and published by . This book was released on 2000 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax-Free Wealth

Author : Tom Wheelwright
Publisher : RDA Press, LLC
ISBN 13 : 1937832406
Total Pages : 174 pages
Book Rating : 4.9/5 (378 download)

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Book Synopsis Tax-Free Wealth by : Tom Wheelwright

Download or read book Tax-Free Wealth written by Tom Wheelwright and published by RDA Press, LLC. This book was released on 2013-02-28 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.

Profit First

Author : Mike Michalowicz
Publisher : Penguin
ISBN 13 : 073521414X
Total Pages : 225 pages
Book Rating : 4.7/5 (352 download)

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Book Synopsis Profit First by : Mike Michalowicz

Download or read book Profit First written by Mike Michalowicz and published by Penguin. This book was released on 2017-02-21 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.

Ed Slott's Retirement Decisions Guide (2022)

Author : Ed Slott
Publisher :
ISBN 13 : 9780997132793
Total Pages : pages
Book Rating : 4.1/5 (327 download)

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Book Synopsis Ed Slott's Retirement Decisions Guide (2022) by : Ed Slott

Download or read book Ed Slott's Retirement Decisions Guide (2022) written by Ed Slott and published by . This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them.

Dear Accountant

Author : Cecilia Leung
Publisher :
ISBN 13 : 9781544521145
Total Pages : 278 pages
Book Rating : 4.5/5 (211 download)

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Book Synopsis Dear Accountant by : Cecilia Leung

Download or read book Dear Accountant written by Cecilia Leung and published by . This book was released on 2021-04-30 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you exploring careers in accounting and finance? In this refreshingly heartfelt collection, Dear Accountant shares the career journeys and wisdom of 20 leaders in the fields of accounting and finance. Read about: Tom Golden, the former PwC partner who, despite beginning an accounting career after being in sales for 10 years and failing the auditing exam, rose to become one of the most successful forensic accountants in the country. Isabel Mercedes Cumming, the Inspector General of Baltimore City, who saved the students of James Madison University a quarter of a million dollars as a member of student government during her freshman year there. Andrew Ly, the CEO of Sugar Bowl Bakery, who fled a war-torn country with only $1 in his pocket and went on to build a family empire with his 4 brothers. From senior partners at the Big 4 to executive recruiters and entrepreneurs, these industry-leading mentors openly share their individual career paths, their struggles, and the lessons they learned along the way. Dear Accountant provides a unique immersion into the lives and careers of these inspiring leaders, empowering you to blaze your own trail as you explore the thrilling, wonderful kaleidoscope of the accounting and finance professions.

The 5 Mistakes Every Investor Makes and How to Avoid Them

Author : Peter Mallouk
Publisher : John Wiley & Sons
ISBN 13 : 1118929004
Total Pages : 208 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis The 5 Mistakes Every Investor Makes and How to Avoid Them by : Peter Mallouk

Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.

Who Says Elephants Can't Dance?

Author : Louis V. Gerstner
Publisher : Harper Collins
ISBN 13 : 0060523808
Total Pages : 310 pages
Book Rating : 4.0/5 (65 download)

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Book Synopsis Who Says Elephants Can't Dance? by : Louis V. Gerstner

Download or read book Who Says Elephants Can't Dance? written by Louis V. Gerstner and published by Harper Collins. This book was released on 2003-12-16 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who Says Elephants Can't Dance? sums up Lou Gerstner's historic business achievement, bringing IBM back from the brink of insolvency to lead the computer business once again.Offering a unique case study drawn from decades of experience at some of America's top companies -- McKinsey, American Express, RJR Nabisco -- Gerstner's insights into management and leadership are applicable to any business, at any level. Ranging from strategy to public relations, from finance to organization, Gerstner reveals the lessons of a lifetime running highly successful companies.

Financial Planning for CPAs

Author : Phyllis Bernstein
Publisher :
ISBN 13 :
Total Pages : 476 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Financial Planning for CPAs by : Phyllis Bernstein

Download or read book Financial Planning for CPAs written by Phyllis Bernstein and published by . This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: CD-ROM contains: Partners for Windows, a companion personal financial planning software -- Electronic forms from selected chapters.

Starting Your Own Practice

Author : Robert Fragasso
Publisher : John Wiley & Sons
ISBN 13 : 1119723000
Total Pages : 224 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Starting Your Own Practice by : Robert Fragasso

Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.

Simple Money

Author : Tim Maurer
Publisher : Baker Books
ISBN 13 : 1493403249
Total Pages : 209 pages
Book Rating : 4.4/5 (934 download)

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Book Synopsis Simple Money by : Tim Maurer

Download or read book Simple Money written by Tim Maurer and published by Baker Books. This book was released on 2016-02-23 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to money management, most of us take a hands-off approach because we're just not confident that we have the know-how needed. But personal finance is actually more personal than it is finance. Tim Maurer has made a career out of distilling complex financial concepts into understandable, doable actions. In this eminently practical book, he shows readers how to - better understand their values and goals in order to simplify their money decisions - budget major expenses intelligently - reduce and eliminate debt - make vital decisions on home, auto, and life insurance - establish a world-class investment portfolio - craft a workable retirement plan - and more Readers will be relieved to see that managing their money is actually not as complicated as they thought--and that they can take control of their financial future starting today.

Social Security, Medicare, and Pensions

Author : J. L. Matthews
Publisher : NOLO
ISBN 13 : 9780873374873
Total Pages : 326 pages
Book Rating : 4.3/5 (748 download)

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Book Synopsis Social Security, Medicare, and Pensions by : J. L. Matthews

Download or read book Social Security, Medicare, and Pensions written by J. L. Matthews and published by NOLO. This book was released on 1999 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers retirement, disability, survivor and health care benefits.

Bribery and Corruption Casebook

Author : Joseph T. Wells
Publisher : John Wiley & Sons
ISBN 13 : 1118282639
Total Pages : 400 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis Bribery and Corruption Casebook by : Joseph T. Wells

Download or read book Bribery and Corruption Casebook written by Joseph T. Wells and published by John Wiley & Sons. This book was released on 2012-03-23 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: Real case studies on bribery and corruption written by expert fraud examiners Bribery and Corruption Casebook: The View from Under the Table is a one-of-a-kind collection of actual cases written by the fraud examiners who investigated them. These stories were hand-selected from hundreds of submissions and together form a comprehensive, enlightening and entertaining picture of the many types of bribery and corruption cases in varied industries throughout the world. Each case outlines how the bribe or corruption was engineered, how it was investigated, and how perpetrators were brought to justice Written for fraud investigators, auditors, compliance officers, and corporate lawyers Reflects the recent crackdown on bribery and prosecution of cases under the Foreign Corrupt Practices Act (FCPA) Also by Dr. Joseph T. Wells: Fraud Casebook, Principles of Fraud Examination, and Computer Fraud Casebook This book reveals the dangers of bribery and corruption and the measures that can be taken to prevent it from happening in the first place.

The New Retirement Savings Time Bomb

Author : Ed Slott
Publisher : Penguin
ISBN 13 : 014313454X
Total Pages : 450 pages
Book Rating : 4.1/5 (431 download)

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Book Synopsis The New Retirement Savings Time Bomb by : Ed Slott

Download or read book The New Retirement Savings Time Bomb written by Ed Slott and published by Penguin. This book was released on 2021-03-02 with total page 450 pages. Available in PDF, EPUB and Kindle. Book excerpt: AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.

The CPA's Guide to a Successful Financial Planning Practice

Author : Jim H. Ainsworth
Publisher :
ISBN 13 :
Total Pages : 288 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis The CPA's Guide to a Successful Financial Planning Practice by : Jim H. Ainsworth

Download or read book The CPA's Guide to a Successful Financial Planning Practice written by Jim H. Ainsworth and published by . This book was released on 1995-02-20 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this book you will find everything you need to actively market yourself as a full-service financial planning consultant and turn this side of your business into a noncyclical revenue generator. Jim Ainsworth defies the positions taken by the AICPA and the College of Financial Planners that accounting professionals should not become licensed to sell investments. He provides both a strong argument and practical advice on how and why CPAs should recommend or "sell" financial investments. He demonstrates that CPAs can provide these services to their clients at lower cost than other sources, and he rates the pros and cons of a range of investment options. And he introduces you to TOPS - Trust, Opportunity, Pain, and Solution - the low-pressure sales method that enabled him to triple his productivity in just one year without jeopardizing his relationship with his clients.

The Complete Idiot's Guide to Success as a Personal Financial Planner

Author : John P. Napolitano
Publisher : Penguin
ISBN 13 : 9781592576869
Total Pages : 356 pages
Book Rating : 4.5/5 (768 download)

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Book Synopsis The Complete Idiot's Guide to Success as a Personal Financial Planner by : John P. Napolitano

Download or read book The Complete Idiot's Guide to Success as a Personal Financial Planner written by John P. Napolitano and published by Penguin. This book was released on 2007 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.

Taxpayer's Comprehensive Guide to LLCs and S Corps

Author : Jason Watson
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.4/5 (968 download)

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Book Synopsis Taxpayer's Comprehensive Guide to LLCs and S Corps by : Jason Watson

Download or read book Taxpayer's Comprehensive Guide to LLCs and S Corps written by Jason Watson and published by . This book was released on 2021 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This is our ninth edition (2021-2022 Edition). How can I avoid self-employment taxes? This simple question was the inspiration for creating an article describing the benefits of an S Corporation. That original article, which was about four pages long, quickly became a series of knowledge base posts on the WCG website. The articles touched on basic topics such as how to elect S Corp status, shareholder payroll, reasonable salary determination and liability protection. Those broad topics demanded much more information, both horizontally by spanning into more related issues, and vertically by digging deeper into the granular yet riveting levels of the tax code..." --