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Financial Planning Resources

General | Tax Planning and Investment Management | Retirement and Estate Planning

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Tax Planning and Investment Management
J.K. Lasser Pro Guide to Tax and Financial Issues in Divorce J.K. Lasser Pro Guide to Tax and Financial Issues in Divorce
A straightforward and practical reference for the complicated tax and financial topics of divorce
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Tax-Smart Investing: Maximizing Your Client's Profits Tax-Smart Investing: Maximizing Your Client's Profits
G
uide your clients through the minefield of tax consequences of a wide range of investment vehicles
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Advising the 60+ Investor: Tax and Financial Planning Strategies Advising the 60+ Investor: Tax and Financial Planning Strategies
An authoritative resource for the financial concerns of those who have retired or are about to retire
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Tax-Deferred Investing: Wealth-Building and Wealth-Transfer Strategies Tax-Deferred Investing: Wealth-Building and Wealth-Transfer Strategies
Proven wealth-building and payout strategies for both employers and employees
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The Ernst & Young Tax Savers Guide, Custom The Ernst & Young Tax Savers Guide, Custom
Tips and strategies on how to use the new tax law to lower your taxes
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J.K. Lasser's Investor's Tax Guide J.K. Lasser's Investor's Tax Guide  
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John Neff on Investing John Neff on Investing
Packed with advice, guidance, and invaluable lessons in investing, John Neff on Investing reveals for the first time the long-heralded investment strategies of a Wall Street genius
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Kurt Brouwer's Guide to Mutual Funds: How to Invest with the Pros  
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Real Estate Investment Trusts : New Strategies for Portfolio Management Real Estate Investment Trusts : New Strategies for Portfolio Management
Explained in simple terms how financial advisors can increase the stability and profitability of their clients' portfolios by including REITs in the asset mix
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Developments in Forecast Combination and Portfolio Choice Developments in Forecast Combination and Portfolio Choice
Insightful collection of articles that address the latest developments in forecast combination, long memory, and portfolio choice
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Invest in Charity: A Donor's Guide to Charitable Giving Invest in Charity: A Donor's Guide to Charitable Giving 
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Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan, 2nd Edition Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan, 2nd Edition
Practical guide to planning and implementing a giving plan
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Annual Gifting: Benefits and Pitfalls
Online course, 1 credit, $44.99

 
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